TWA
Tillar-Wenstrup Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-37,720
| Closed | -$2.01M | – | 53 |
|
|
2016
Q4 | $2.01M | Sell |
37,720
-1,884
| -5% | -$101K | 1.7% | 30 |
|
|
2016
Q3 | $2.06M | Buy |
39,604
+780
| +2% | +$40.6K | 1.88% | 23 |
|
|
2016
Q2 | $2.17M | Buy |
38,824
+582
| +2% | +$32.5K | 2.14% | 11 |
|
|
2016
Q1 | $2.07M | Sell |
38,242
-3,937
| -9% | -$213K | 2.37% | 13 |
|
|
2015
Q4 | $1.95M | Buy |
+42,179
| New | +$1.95M | 1.93% | 25 |
|