Spectrum Advisory Services’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $539K | Hold |
9,972
| – | – | 0.21% | 102 |
|
|
2015
Q4 | $461K | Hold |
9,972
| – | – | 0.18% | 108 |
|
|
2015
Q3 | $434K | Sell |
9,972
-460
| -4% | -$20K | 0.18% | 108 |
|
|
2015
Q2 | $486K | Sell |
10,432
-3,215
| -24% | -$150K | 0.19% | 112 |
|
|
2015
Q1 | $664K | Sell |
13,647
-1,464
| -10% | -$71.2K | 0.23% | 103 |
|
|
2014
Q4 | $707K | Hold |
15,111
| – | – | 0.25% | 104 |
|
|
2014
Q3 | $755K | Sell |
15,111
-920
| -6% | -$46K | 0.27% | 100 |
|
|
2014
Q2 | $784K | Hold |
16,031
| – | – | 0.27% | 98 |
|
|
2014
Q1 | $763K | Sell |
16,031
-223
| -1% | -$10.6K | 0.27% | 100 |
|
|
2013
Q4 | $799K | Buy |
16,254
+2,426
| +18% | +$119K | 0.28% | 98 |
|
|
2013
Q3 | $645K | Hold |
13,828
| – | – | 0.25% | 103 |
|
|
2013
Q2 | $696K | Buy |
+13,828
| New | +$696K | 0.28% | 93 |
|