BIA
Barry Investment Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-58,469
| Closed | -$2.94M | – | 78 |
|
|
2018
Q2 | $2.94M | Sell |
58,469
-3,522
| -6% | -$177K | 1.13% | 27 |
|
|
2018
Q1 | $2.96M | Buy |
61,991
+656
| +1% | +$31.4K | 1.12% | 26 |
|
|
2017
Q4 | $3.25M | Sell |
61,335
-167
| -0.3% | -$8.84K | 1.21% | 26 |
|
|
2017
Q3 | $3.04M | Sell |
61,502
-2,663
| -4% | -$132K | 1.12% | 25 |
|
|
2017
Q2 | $2.87M | Buy |
64,165
+499
| +0.8% | +$22.3K | 1.08% | 26 |
|
|
2017
Q1 | $3.1M | Buy |
63,666
+860
| +1% | +$41.9K | 1.15% | 25 |
|
|
2016
Q4 | $3.35M | Sell |
62,806
-544
| -0.9% | -$29K | 1.17% | 27 |
|
|
2016
Q3 | $3.29M | Buy |
63,350
+742
| +1% | +$38.6K | 1.13% | 26 |
|
|
2016
Q2 | $3.5M | Buy |
62,608
+121
| +0.2% | +$6.76K | 1.36% | 26 |
|
|
2016
Q1 | $3.38M | Buy |
62,487
+307
| +0.5% | +$16.6K | 1.08% | 28 |
|
|
2015
Q4 | $2.87M | Sell |
62,180
-4,283
| -6% | -$198K | 0.94% | 29 |
|
|
2015
Q3 | $2.89M | Buy |
66,463
+720
| +1% | +$31.3K | 0.93% | 28 |
|
|
2015
Q2 | $3.06M | Buy |
65,743
+966
| +1% | +$45K | 3.08% | 9 |
|
|
2015
Q1 | $3.15M | Sell |
64,777
-1,178
| -2% | -$57.3K | 0.96% | 26 |
|
|
2014
Q4 | $3.09M | Buy |
+65,955
| New | +$3.09M | 1% | 28 |
|