Welch Investments’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | $5.05M | Sell |
95,430
-404
| -0.4% | -$21.4K | 3.21% | 12 |
|
2017
Q3 | $4.74M | Buy |
95,834
+6,950
| +8% | +$344K | 3.27% | 12 |
|
2017
Q2 | $3.97M | Buy |
88,884
+10,105
| +13% | +$451K | 2.95% | 27 |
|
2017
Q1 | $3.84M | Buy |
78,779
+7,021
| +10% | +$342K | 3.04% | 27 |
|
2016
Q4 | $3.83M | Buy |
+71,758
| New | +$3.83M | 3.35% | 8 |
|