Bender Robert & Associates’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-3,874
| Closed | -$217K | – | 50 |
|
2021
Q2 | $217K | Hold |
3,874
| – | – | 0.06% | 47 |
|
2021
Q1 | $225K | Hold |
3,874
| – | – | 0.07% | 51 |
|
2020
Q4 | $228K | Hold |
3,874
| – | – | 0.07% | 47 |
|
2020
Q3 | $230K | Sell |
3,874
-50
| -1% | -$2.97K | 0.08% | 46 |
|
2020
Q2 | $216K | Sell |
3,924
-265
| -6% | -$14.6K | 0.09% | 44 |
|
2020
Q1 | $225K | Hold |
4,189
| – | – | 0.12% | 43 |
|
2019
Q4 | $257K | Sell |
4,189
-100
| -2% | -$6.14K | 0.12% | 45 |
|
2019
Q3 | $259K | Sell |
4,289
-80
| -2% | -$4.83K | 0.13% | 45 |
|
2019
Q2 | $249K | Sell |
4,369
-300
| -6% | -$17.1K | 0.12% | 45 |
|
2019
Q1 | $276K | Hold |
4,669
| – | – | 0.14% | 42 |
|
2018
Q4 | $262K | Sell |
4,669
-15
| -0.3% | -$842 | 0.15% | 42 |
|
2018
Q3 | $250K | Sell |
4,684
-742
| -14% | -$39.6K | 0.11% | 45 |
|
2018
Q2 | $273K | Sell |
5,426
-120
| -2% | -$6.04K | 0.14% | 44 |
|
2018
Q1 | $265K | Sell |
5,546
-188
| -3% | -$8.98K | 0.15% | 45 |
|
2017
Q4 | $304K | Sell |
5,734
-159
| -3% | -$8.43K | 0.17% | 40 |
|
2017
Q3 | $292K | Sell |
5,893
-70
| -1% | -$3.47K | 0.17% | 41 |
|
2017
Q2 | $266K | Sell |
5,963
-10
| -0.2% | -$446 | 0.16% | 43 |
|
2017
Q1 | $291K | Sell |
5,973
-340
| -5% | -$16.6K | 0.19% | 43 |
|
2016
Q4 | $337K | Buy |
6,313
+115
| +2% | +$6.14K | 0.24% | 42 |
|
2016
Q3 | $322K | Buy |
6,198
+73
| +1% | +$3.79K | 0.21% | 42 |
|
2016
Q2 | $342K | Sell |
6,125
-120
| -2% | -$6.7K | 0.24% | 41 |
|
2016
Q1 | $338K | Sell |
6,245
-921
| -13% | -$49.8K | 0.23% | 43 |
|
2015
Q4 | $331K | Buy |
7,166
+1,181
| +20% | +$54.6K | 0.21% | 43 |
|
2015
Q3 | $260K | Sell |
5,985
-460
| -7% | -$20K | 0.18% | 44 |
|
2015
Q2 | $300K | Sell |
6,445
-90
| -1% | -$4.19K | 0.18% | 44 |
|
2015
Q1 | $318K | Sell |
6,535
-50
| -0.8% | -$2.43K | 0.19% | 42 |
|
2014
Q4 | $308K | Buy |
6,585
+481
| +8% | +$22.5K | 0.2% | 43 |
|
2014
Q3 | $305K | Sell |
6,104
-121
| -2% | -$6.05K | 0.21% | 43 |
|
2014
Q2 | $305K | Sell |
6,225
-430
| -6% | -$21.1K | 0.22% | 43 |
|
2014
Q1 | $317 | Buy |
6,655
+190
| +3% | +$9 | 0.21% | 44 |
|
2013
Q4 | $318K | Hold |
6,465
| – | – | 0.24% | 43 |
|
2013
Q3 | $302K | Buy |
6,465
+80
| +1% | +$3.74K | 0.24% | 41 |
|
2013
Q2 | $321K | Buy |
+6,385
| New | +$321K | 0.28% | 40 |
|