WKWM
Walter & Keenan Wealth Management’s Vodafone VOD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-7,071
| Closed | -$226K | – | 186 |
|
|
2017
Q4 | $226K | Buy |
+7,071
| New | +$226K | 0.09% | 162 |
|
|
2017
Q1 | – | Sell |
-11,900
| Closed | -$291K | – | 148 |
|
|
2016
Q4 | $291K | Sell |
11,900
-29,100
| -71% | -$712K | 0.15% | 113 |
|
|
2016
Q3 | $1.2M | Buy |
41,000
+2,000
| +5% | +$58.3K | 0.66% | 48 |
|
|
2016
Q2 | $1.21M | Buy |
39,000
+941
| +2% | +$29.1K | 0.67% | 47 |
|
|
2016
Q1 | $1.22M | Sell |
38,059
-900
| -2% | -$28.9K | 0.7% | 45 |
|
|
2015
Q4 | $1.26M | Buy |
38,959
+500
| +1% | +$16.1K | 0.73% | 43 |
|
|
2015
Q3 | $1.22M | Buy |
38,459
+5,014
| +15% | +$159K | 0.75% | 42 |
|
|
2015
Q2 | $1.22M | Buy |
33,445
+545
| +2% | +$19.9K | 0.71% | 48 |
|
|
2015
Q1 | $1.08M | Sell |
32,900
-545
| -2% | -$17.8K | 0.61% | 53 |
|
|
2014
Q4 | $1.14M | Buy |
33,445
+5,486
| +20% | +$187K | 0.65% | 51 |
|
|
2014
Q3 | $920K | Buy |
+27,959
| New | +$920K | 0.54% | 57 |
|