American Economic Planning Group’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $317K | Sell |
5,238
-85
| -2% | -$5.14K | 0.09% | 63 |
|
|
2019
Q2 | $304K | Buy |
5,323
+211
| +4% | +$12.1K | 0.09% | 66 |
|
|
2019
Q1 | $302K | Buy |
5,112
+23
| +0.5% | +$1.36K | 0.09% | 63 |
|
|
2018
Q4 | $286K | Buy |
5,089
+387
| +8% | +$21.7K | 0.09% | 59 |
|
|
2018
Q3 | $251K | Buy |
4,702
+60
| +1% | +$3.2K | 0.09% | 61 |
|
|
2018
Q2 | $234K | Sell |
4,642
-892
| -16% | -$45K | 0.09% | 68 |
|
|
2018
Q1 | $265K | Sell |
5,534
-17
| -0.3% | -$814 | 0.1% | 70 |
|
|
2017
Q4 | $294K | Sell |
5,551
-318
| -5% | -$16.8K | 0.11% | 63 |
|
|
2017
Q3 | $290K | Buy |
5,869
+221
| +4% | +$10.9K | 0.11% | 57 |
|
|
2017
Q2 | $252K | Sell |
5,648
-1,324
| -19% | -$59.1K | 0.1% | 60 |
|
|
2017
Q1 | $340K | Buy |
6,972
+813
| +13% | +$39.6K | 0.14% | 49 |
|
|
2016
Q4 | $328K | Buy |
6,159
+1,095
| +22% | +$58.3K | 0.14% | 39 |
|
|
2016
Q3 | $263K | Buy |
5,064
+639
| +14% | +$33.2K | 0.11% | 51 |
|
|
2016
Q2 | $247K | Sell |
4,425
-471
| -10% | -$26.3K | 0.1% | 50 |
|
|
2016
Q1 | $265K | Buy |
+4,896
| New | +$265K | 0.11% | 44 |
|
|
2014
Q3 | – | Sell |
-5,186
| Closed | -$254K | – | 38 |
|
|
2014
Q2 | $254K | Buy |
+5,186
| New | +$254K | 0.09% | 32 |
|