Trevor, Stewart, Burton & Jacobsen’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-6,100
| Closed | -$305K | – | 52 |
|
|
2014
Q3 | $305K | Hold |
6,100
| – | – | 0.2% | 48 |
|
|
2014
Q2 | $298K | Hold |
6,100
| – | – | 0.15% | 53 |
|
|
2014
Q1 | $290K | Sell |
6,100
-2,749
| -31% | -$131K | 0.14% | 50 |
|
|
2013
Q4 | $435K | Hold |
8,849
| – | – | 0.2% | 46 |
|
|
2013
Q3 | $413K | Hold |
8,849
| – | – | 0.21% | 43 |
|
|
2013
Q2 | $445K | Buy |
+8,849
| New | +$445K | 0.24% | 41 |
|