WealthTrust Fairport’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $30K | Buy |
504
+143
| +40% | +$8.51K | ﹤0.01% | 273 |
|
|
2018
Q4 | $20K | Sell |
361
-370
| -51% | -$20.5K | ﹤0.01% | 277 |
|
|
2018
Q3 | $39K | Buy |
731
+389
| +114% | +$20.8K | ﹤0.01% | 274 |
|
|
2018
Q2 | $17K | Sell |
342
-600
| -64% | -$29.8K | ﹤0.01% | 339 |
|
|
2018
Q1 | $45K | Buy |
+942
| New | +$45K | ﹤0.01% | 249 |
|
|
2017
Q1 | – | Sell |
-4,424
| Closed | -$236K | – | 169 |
|
|
2016
Q4 | $236K | Sell |
4,424
-2,589
| -37% | -$138K | 0.03% | 141 |
|
|
2016
Q3 | $365K | Buy |
+7,013
| New | +$365K | 0.04% | 117 |
|
|
2015
Q1 | – | Sell |
-2,787
| Closed | -$130K | – | 381 |
|
|
2014
Q4 | $130K | Buy |
2,787
+1,157
| +71% | +$54K | 0.02% | 130 |
|
|
2014
Q3 | $81K | Sell |
1,630
-41
| -2% | -$2.04K | 0.01% | 141 |
|
|
2014
Q2 | $82K | Sell |
1,671
-778
| -32% | -$38.2K | 0.01% | 144 |
|
|
2014
Q1 | $117K | Buy |
2,449
+1,292
| +112% | +$61.7K | 0.02% | 122 |
|
|
2013
Q4 | $57K | Sell |
1,157
-27
| -2% | -$1.33K | 0.01% | 136 |
|
|
2013
Q3 | $55K | Sell |
1,184
-176
| -13% | -$8.18K | 0.01% | 157 |
|
|
2013
Q2 | $68K | Buy |
+1,360
| New | +$68K | 0.01% | 151 |
|