Advocacy Wealth Management Services’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-23
| Closed | -$1K | – | 205 |
|
|
2022
Q1 | $1K | Sell |
23
-526
| -96% | -$22.9K | ﹤0.01% | 181 |
|
|
2021
Q4 | $29K | Hold |
549
| – | – | ﹤0.01% | 75 |
|
|
2021
Q3 | $30K | Hold |
549
| – | – | 0.01% | 73 |
|
|
2021
Q2 | $31K | Buy |
549
+23
| +4% | +$1.3K | 0.01% | 88 |
|
|
2021
Q1 | $31K | Hold |
526
| – | – | 0.01% | 75 |
|
|
2020
Q4 | $31K | Hold |
526
| – | – | ﹤0.01% | 69 |
|
|
2020
Q3 | $31K | Sell |
526
-229
| -30% | -$13.5K | 0.01% | 65 |
|
|
2020
Q2 | $42K | Hold |
755
| – | – | 0.01% | 56 |
|
|
2020
Q1 | $40K | Buy |
755
+80
| +12% | +$4.24K | 0.01% | 45 |
|
|
2019
Q4 | $41K | Sell |
675
-12
| -2% | -$729 | 0.01% | 55 |
|
|
2019
Q3 | $41K | Buy |
687
+181
| +36% | +$10.8K | 0.03% | 53 |
|
|
2019
Q2 | $29K | Hold |
506
| – | – | 0.02% | 71 |
|
|
2019
Q1 | $30K | Sell |
506
-759
| -60% | -$45K | 0.03% | 53 |
|
|
2018
Q4 | $71K | Buy |
1,265
+260
| +26% | +$14.6K | 0.05% | 29 |
|
|
2018
Q3 | $54K | Hold |
1,005
| – | – | 0.03% | 37 |
|
|
2018
Q2 | $51K | Buy |
1,005
+129
| +15% | +$6.55K | 0.03% | 38 |
|
|
2018
Q1 | $42K | Sell |
876
-38
| -4% | -$1.82K | 0.03% | 46 |
|
|
2017
Q4 | $48K | Sell |
914
-1,704
| -65% | -$89.5K | 0.03% | 52 |
|
|
2017
Q3 | $128K | Buy |
2,618
+1,677
| +178% | +$82K | 0.05% | 32 |
|
|
2017
Q2 | $42K | Sell |
941
-500
| -35% | -$22.3K | 0.02% | 84 |
|
|
2017
Q1 | $70K | Sell |
1,441
-39
| -3% | -$1.9K | 0.02% | 63 |
|
|
2016
Q4 | $79K | Buy |
1,480
+33
| +2% | +$1.76K | 0.02% | 53 |
|
|
2016
Q3 | $75K | Sell |
1,447
-1,061
| -42% | -$55K | 0.03% | 90 |
|
|
2016
Q2 | $140K | Sell |
2,508
-653
| -21% | -$36.5K | 0.07% | 82 |
|
|
2016
Q1 | $171K | Sell |
3,161
-1,281
| -29% | -$69.3K | 0.12% | 101 |
|
|
2015
Q4 | $205K | Buy |
+4,442
| New | +$205K | 0.23% | 82 |
|
|
2013
Q3 | $90K | Buy |
1,899
+375
| +25% | +$17.8K | 0.25% | 72 |
|
|
2013
Q2 | $77K | Buy |
+1,524
| New | +$77K | 0.31% | 70 |
|