Wharton Business Group’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-4,613
| Closed | -$246K | – | 119 |
|
|
2016
Q4 | $246K | Buy |
4,613
+185
| +4% | +$9.87K | 0.03% | 102 |
|
|
2016
Q3 | $230K | Hold |
4,428
| – | – | 0.03% | 109 |
|
|
2016
Q2 | $247K | Sell |
4,428
-397
| -8% | -$22.1K | 0.03% | 115 |
|
|
2016
Q1 | $261K | Sell |
4,825
-73
| -1% | -$3.95K | 0.03% | 114 |
|
|
2015
Q4 | $226K | Sell |
4,898
-1,400
| -22% | -$64.6K | 0.02% | 117 |
|
|
2015
Q3 | $274K | Sell |
6,298
-3,005
| -32% | -$131K | 0.03% | 113 |
|
|
2015
Q2 | $434 | Sell |
9,303
-10,790
| -54% | -$503 | 0.03% | 109 |
|
|
2015
Q1 | $977K | Buy |
20,093
+9,430
| +88% | +$459K | 0.08% | 98 |
|
|
2014
Q4 | $499K | Buy |
10,663
+100
| +0.9% | +$4.68K | 0.04% | 111 |
|
|
2014
Q3 | $528K | Buy |
10,563
+4,615
| +78% | +$231K | 0.05% | 119 |
|
|
2014
Q2 | $291K | Buy |
+5,948
| New | +$291K | 0.03% | 126 |
|