Beck Capital Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-5,295
| Closed | -$292K | – | 88 |
|
|
2020
Q2 | $292K | Buy |
5,295
+279
| +6% | +$15.4K | 0.15% | 74 |
|
|
2020
Q1 | $270K | Sell |
5,016
-62
| -1% | -$3.34K | 0.25% | 54 |
|
|
2019
Q4 | $312K | Sell |
5,078
-176
| -3% | -$10.8K | 0.15% | 88 |
|
|
2019
Q3 | $317K | Sell |
5,254
-807
| -13% | -$48.7K | 0.17% | 76 |
|
|
2019
Q2 | $346K | Sell |
6,061
-241
| -4% | -$13.8K | 0.18% | 74 |
|
|
2019
Q1 | $373K | Sell |
6,302
-726
| -10% | -$43K | 0.18% | 77 |
|
|
2018
Q4 | $395K | Buy |
7,028
+658
| +10% | +$37K | 0.34% | 48 |
|
|
2018
Q3 | $340K | Sell |
6,370
-116
| -2% | -$6.19K | 0.15% | 85 |
|
|
2018
Q2 | $326K | Sell |
6,486
-212
| -3% | -$10.7K | 0.16% | 78 |
|
|
2018
Q1 | $320K | Sell |
6,698
-2,537
| -27% | -$121K | 0.15% | 92 |
|
|
2017
Q4 | $489K | Buy |
9,235
+4,425
| +92% | +$234K | 0.22% | 81 |
|
|
2017
Q3 | $238K | Buy |
+4,810
| New | +$238K | 0.11% | 96 |
|
|
2016
Q3 | – | Sell |
-57,172
| Closed | -$3.19M | – | 119 |
|
|
2016
Q2 | $3.19M | Buy |
57,172
+7,814
| +16% | +$436K | 2.03% | 12 |
|
|
2016
Q1 | $2.67M | Buy |
+49,358
| New | +$2.67M | 1.84% | 18 |
|
|
2015
Q3 | – | Sell |
-4,390
| Closed | -$205K | – | 143 |
|
|
2015
Q2 | $205K | Buy |
+4,390
| New | +$205K | 0.11% | 135 |
|
|
2014
Q4 | – | Sell |
-10,432
| Closed | -$510K | – | 161 |
|
|
2014
Q3 | $510K | Sell |
10,432
-1,399
| -12% | -$68.4K | 0.36% | 83 |
|
|
2014
Q2 | $579K | Buy |
11,831
+772
| +7% | +$37.8K | 0.38% | 83 |
|
|
2014
Q1 | $528K | Buy |
11,059
+3,365
| +44% | +$161K | 0.4% | 88 |
|
|
2013
Q4 | $367K | Buy |
+7,694
| New | +$367K | 0.3% | 95 |
|