Affiance Financial’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,875
| Closed | -$228K | – | 101 |
|
|
2023
Q1 | $228K | Sell |
5,875
-91
| -2% | -$3.54K | 0.12% | 91 |
|
|
2022
Q4 | $235K | Sell |
5,966
-1,170
| -16% | -$46.1K | 0.1% | 94 |
|
|
2022
Q3 | $271K | Sell |
7,136
-1,514
| -18% | -$57.5K | 0.15% | 69 |
|
|
2022
Q2 | $439K | Hold |
8,650
| – | – | 0.24% | 59 |
|
|
2022
Q1 | $441K | Sell |
8,650
-1,509
| -15% | -$76.9K | 0.21% | 68 |
|
|
2021
Q4 | $528K | Hold |
10,159
| – | – | 0.22% | 68 |
|
|
2021
Q3 | $549K | Sell |
10,159
-9
| -0.1% | -$486 | 0.24% | 63 |
|
|
2021
Q2 | $570K | Buy |
10,168
+9
| +0.1% | +$505 | 0.24% | 60 |
|
|
2021
Q1 | $591K | Hold |
10,159
| – | – | 0.26% | 56 |
|
|
2020
Q4 | $597K | Buy |
10,159
+248
| +3% | +$14.6K | 0.31% | 51 |
|
|
2020
Q3 | $590K | Hold |
9,911
| – | – | 0.34% | 47 |
|
|
2020
Q2 | $546K | Hold |
9,911
| – | – | 0.3% | 49 |
|
|
2020
Q1 | $533K | Sell |
9,911
-2,621
| -21% | -$141K | 0.37% | 43 |
|
|
2019
Q4 | $769K | Hold |
12,532
| – | – | 0.42% | 41 |
|
|
2019
Q3 | $756K | Sell |
12,532
-2,324
| -16% | -$140K | 0.46% | 42 |
|
|
2019
Q2 | $849K | Buy |
14,856
+1,700
| +13% | +$97.2K | 0.52% | 39 |
|
|
2019
Q1 | $778K | Buy |
13,156
+1,000
| +8% | +$59.1K | 0.49% | 39 |
|
|
2018
Q4 | $683K | Hold |
12,156
| – | – | 0.45% | 49 |
|
|
2018
Q3 | $649K | Buy |
12,156
+1,056
| +10% | +$56.4K | 0.43% | 46 |
|
|
2018
Q2 | $558K | Buy |
11,100
+6,026
| +119% | +$303K | 0.43% | 50 |
|
|
2018
Q1 | $243K | Buy |
5,074
+1,181
| +30% | +$56.6K | 0.21% | 71 |
|
|
2017
Q4 | $206K | Buy |
+3,893
| New | +$206K | 0.15% | 77 |
|
|
2017
Q1 | – | Sell |
-11,922
| Closed | -$636K | – | 88 |
|
|
2016
Q4 | $636K | Sell |
11,922
-160
| -1% | -$8.54K | 0.51% | 36 |
|
|
2016
Q3 | $628K | Buy |
12,082
+3
| +0% | +$156 | 0.51% | 35 |
|
|
2016
Q2 | $674K | Sell |
12,079
-5
| -0% | -$279 | 0.57% | 33 |
|
|
2016
Q1 | $654K | Buy |
+12,084
| New | +$654K | 0.63% | 34 |
|
|
2015
Q3 | – | Sell |
-4,490
| Closed | -$209K | – | 88 |
|
|
2015
Q2 | $209K | Buy |
+4,490
| New | +$209K | 0.27% | 87 |
|