AFT Forsyth & Company’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,083
| Closed | -$200K | – | 139 |
|
|
2022
Q4 | $200K | Buy |
+5,083
| New | +$200K | 0.17% | 133 |
|
|
2022
Q3 | – | Sell |
-5,078
| Closed | -$258K | – | 138 |
|
|
2022
Q2 | $258K | Buy |
5,078
+1
| +0% | +$51 | 0.21% | 119 |
|
|
2022
Q1 | $259K | Sell |
5,077
-373
| -7% | -$19K | 0.17% | 129 |
|
|
2021
Q4 | $283K | Sell |
5,450
-309
| -5% | -$16K | 0.15% | 129 |
|
|
2021
Q3 | $311K | Sell |
5,759
-375
| -6% | -$20.3K | 0.17% | 127 |
|
|
2021
Q2 | $344K | Sell |
6,134
-1,225
| -17% | -$68.7K | 0.18% | 127 |
|
|
2021
Q1 | $428K | Hold |
7,359
| – | – | 0.26% | 115 |
|
|
2020
Q4 | $432K | Sell |
7,359
-325
| -4% | -$19.1K | 0.27% | 110 |
|
|
2020
Q3 | $457K | Sell |
7,684
-800
| -9% | -$47.6K | 0.34% | 88 |
|
|
2020
Q2 | $468K | Hold |
8,484
| – | – | 0.39% | 78 |
|
|
2020
Q1 | $456K | Sell |
8,484
-1,325
| -14% | -$71.2K | 0.46% | 74 |
|
|
2019
Q4 | $602K | Hold |
9,809
| – | – | 0.46% | 73 |
|
|
2019
Q3 | $592K | Buy |
9,809
+1,550
| +19% | +$93.5K | 0.49% | 70 |
|
|
2019
Q2 | $472K | Hold |
8,259
| – | – | 0.39% | 86 |
|
|
2019
Q1 | $488K | Buy |
8,259
+350
| +4% | +$20.7K | 0.42% | 86 |
|
|
2018
Q4 | $445K | Sell |
7,909
-20
| -0.3% | -$1.13K | 0.44% | 82 |
|
|
2018
Q3 | $423K | Hold |
7,929
| – | – | 0.35% | 98 |
|
|
2018
Q2 | $399K | Buy |
7,929
+37
| +0.5% | +$1.86K | 0.35% | 99 |
|
|
2018
Q1 | $377K | Sell |
7,892
-1,206
| -13% | -$57.6K | 0.35% | 97 |
|
|
2017
Q4 | $482K | Buy |
+9,098
| New | +$482K | 0.47% | 74 |
|
|
2013
Q3 | $244K | Buy |
5,238
+1,000
| +24% | +$46.6K | 0.32% | 95 |
|
|
2013
Q2 | $213K | Buy |
+4,238
| New | +$213K | 0.3% | 89 |
|