Westover Capital Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-4,766
| Closed | -$222K | – | 98 |
|
|
2015
Q2 | $222K | Sell |
4,766
-460
| -9% | -$21.4K | 0.18% | 82 |
|
|
2015
Q1 | $254K | Sell |
5,226
-3,169
| -38% | -$154K | 0.21% | 84 |
|
|
2014
Q4 | $393K | Sell |
8,395
-391
| -4% | -$18.3K | 0.34% | 70 |
|
|
2014
Q3 | $439K | Buy |
8,786
+828
| +10% | +$41.4K | 0.36% | 71 |
|
|
2014
Q2 | $389K | Sell |
7,958
-629
| -7% | -$30.7K | 0.33% | 71 |
|
|
2014
Q1 | $408K | Buy |
+8,587
| New | +$408K | 0.38% | 63 |
|