Asset Planning Services (Pennsylvania)’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,347
| Closed | -$142K | – | 254 |
|
|
2019
Q3 | $142K | Hold |
2,347
| – | – | 0.06% | 84 |
|
|
2019
Q2 | $134K | Hold |
2,347
| – | – | 0.06% | 84 |
|
|
2019
Q1 | $139K | Hold |
2,347
| – | – | 0.06% | 82 |
|
|
2018
Q4 | $132K | Hold |
2,347
| – | – | 0.07% | 79 |
|
|
2018
Q3 | $135K | Sell |
2,347
-198
| -8% | -$11.4K | 0.06% | 78 |
|
|
2018
Q2 | $128K | Hold |
2,545
| – | – | 0.06% | 81 |
|
|
2018
Q1 | $122K | Sell |
2,545
-1,227
| -33% | -$58.8K | 0.06% | 85 |
|
|
2017
Q4 | $200K | Sell |
3,772
-798
| -17% | -$42.3K | 0.1% | 70 |
|
|
2017
Q3 | $226K | Hold |
4,570
| – | – | 0.12% | 66 |
|
|
2017
Q2 | $204K | Sell |
4,570
-50
| -1% | -$2.23K | 0.13% | 67 |
|
|
2017
Q1 | $225K | Buy |
4,620
+660
| +17% | +$32.1K | 0.15% | 60 |
|
|
2016
Q4 | $211K | Sell |
3,960
-100
| -2% | -$5.33K | 0.17% | 60 |
|
|
2016
Q3 | $211K | Sell |
4,060
-500
| -11% | -$26K | 0.18% | 59 |
|
|
2016
Q2 | $255K | Buy |
4,560
+413
| +10% | +$23.1K | 0.22% | 55 |
|
|
2016
Q1 | $224K | Buy |
4,147
+14
| +0.3% | +$756 | 0.2% | 58 |
|
|
2015
Q4 | $191K | Buy |
4,133
+1,200
| +41% | +$55.5K | 0.18% | 53 |
|
|
2015
Q3 | $128K | Hold |
2,933
| – | – | 0.13% | 66 |
|
|
2015
Q2 | $137K | Buy |
+2,933
| New | +$137K | 0.13% | 65 |
|