Advisory Resource Group’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-42,136
| Closed | -$2.28M | – | 161 |
|
2021
Q3 | $2.28M | Buy |
42,136
+2,667
| +7% | +$144K | 0.84% | 28 |
|
2021
Q2 | $2.21M | Buy |
39,469
+3,496
| +10% | +$196K | 0.88% | 28 |
|
2021
Q1 | $2.09M | Buy |
35,973
+8,150
| +29% | +$474K | 0.98% | 22 |
|
2020
Q4 | $1.64M | Buy |
27,823
+447
| +2% | +$26.3K | 0.81% | 33 |
|
2020
Q3 | $1.63M | Buy |
27,376
+639
| +2% | +$38K | 0.96% | 24 |
|
2020
Q2 | $1.47M | Buy |
26,737
+6,266
| +31% | +$345K | 0.91% | 24 |
|
2020
Q1 | $1.1M | Sell |
20,471
-3,238
| -14% | -$174K | 0.84% | 29 |
|
2019
Q4 | $1.46M | Buy |
23,709
+2,099
| +10% | +$129K | 0.82% | 22 |
|
2019
Q3 | $1.3M | Sell |
21,610
-75
| -0.3% | -$4.53K | 0.7% | 26 |
|
2019
Q2 | $1.24M | Buy |
21,685
+1,103
| +5% | +$63K | 0.68% | 27 |
|
2019
Q1 | $1.2M | Sell |
20,582
-826
| -4% | -$48K | 0.67% | 23 |
|
2018
Q4 | $1.2M | Buy |
+21,408
| New | +$1.2M | 0.74% | 16 |
|