Wealthfront’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $7.67M | Buy |
143,651
+22,288
| +18% | +$1.19M | 0.07% | 46 |
|
|
2018
Q2 | $6.11M | Buy |
121,363
+4,972
| +4% | +$250K | 0.06% | 51 |
|
|
2018
Q1 | $5.57M | Buy |
116,391
+12,086
| +12% | +$578K | 0.06% | 51 |
|
|
2017
Q4 | $5.52M | Sell |
104,305
-7,781
| -7% | -$412K | 0.06% | 56 |
|
|
2017
Q3 | $5.55M | Buy |
112,086
+43,371
| +63% | +$2.15M | 0.07% | 47 |
|
|
2017
Q2 | $3.07M | Sell |
68,715
-24,554
| -26% | -$1.1M | 0.05% | 68 |
|
|
2017
Q1 | $4.55M | Sell |
93,269
-3,772
| -4% | -$184K | 0.08% | 46 |
|
|
2016
Q4 | $5.18M | Sell |
97,041
-678
| -0.7% | -$36.2K | 0.11% | 39 |
|
|
2016
Q3 | $5.08M | Sell |
97,719
-3,914
| -4% | -$203K | 0.12% | 35 |
|
|
2016
Q2 | $5.68M | Buy |
101,633
+624
| +0.6% | +$34.8K | 0.16% | 30 |
|
|
2016
Q1 | $5.46M | Buy |
101,009
+73,145
| +263% | +$3.96M | 0.17% | 29 |
|
|
2015
Q4 | $1.29M | Sell |
27,864
-18,374
| -40% | -$849K | 0.05% | 75 |
|
|
2015
Q3 | $2.01M | Buy |
46,238
+32,251
| +231% | +$1.4M | 0.08% | 46 |
|
|
2015
Q2 | $652K | Sell |
13,987
-11,640
| -45% | -$543K | 0.03% | 87 |
|
|
2015
Q1 | $1.25M | Buy |
25,627
+16,229
| +173% | +$789K | 0.06% | 32 |
|
|
2014
Q4 | $440K | Sell |
9,398
-10,549
| -53% | -$494K | 0.03% | 81 |
|
|
2014
Q3 | $997K | Buy |
19,947
+5,661
| +40% | +$283K | 0.07% | 32 |
|
|
2014
Q2 | $710K | Buy |
14,286
+6,880
| +93% | +$342K | 0.06% | 26 |
|
|
2014
Q1 | $354K | Buy |
+7,406
| New | +$354K | 0.04% | 36 |
|