BHK Investment Advisors’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 |
-3,537
| Closed | -$214K | – | 82 |
|
|
2019
Q3 | $214K | Sell |
3,537
-2,138
| -38% | -$129K | 0.12% | 75 |
|
|
2019
Q2 | $324K | Sell |
5,675
-47
| -0.8% | -$2.68K | 0.18% | 66 |
|
|
2019
Q1 | $338K | Buy |
5,722
+712
| +14% | +$42.1K | 0.21% | 67 |
|
|
2018
Q4 | $282K | Buy |
5,010
+43
| +0.9% | +$2.42K | 0.21% | 54 |
|
|
2018
Q3 | $265K | Hold |
4,967
| – | – | 0.18% | 62 |
|
|
2018
Q2 | $250K | Buy |
+4,967
| New | +$250K | 0.17% | 64 |
|