BA
BKS Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $4.73M | Buy |
79,966
+574
| +0.7% | +$33.9K | 1.9% | 11 |
|
|
2018
Q4 | $4.46M | Sell |
79,392
-8,715
| -10% | -$490K | 2.03% | 9 |
|
|
2018
Q3 | $4.7M | Sell |
88,107
-2,206
| -2% | -$118K | 1.73% | 14 |
|
|
2018
Q2 | $4.54M | Sell |
90,313
-4,689
| -5% | -$236K | 1.61% | 16 |
|
|
2018
Q1 | $4.54M | Buy |
95,002
+21,640
| +29% | +$1.03M | 1.66% | 15 |
|
|
2017
Q4 | $3.88M | Sell |
73,362
-741
| -1% | -$39.2K | 1.41% | 19 |
|
|
2017
Q3 | $3.67M | Sell |
74,103
-4,624
| -6% | -$229K | 1.42% | 19 |
|
|
2017
Q2 | $3.52M | Buy |
78,727
+3,008
| +4% | +$134K | 1.43% | 15 |
|
|
2017
Q1 | $3.69M | Sell |
75,719
-842
| -1% | -$41K | 1.62% | 13 |
|
|
2016
Q4 | $4.09M | Buy |
76,561
+117
| +0.2% | +$6.25K | 1.92% | 11 |
|
|
2016
Q3 | $3.97M | Sell |
76,444
-32
| -0% | -$1.66K | 1.83% | 12 |
|
|
2016
Q2 | $4.27M | Buy |
76,476
+13,193
| +21% | +$737K | 2.2% | 6 |
|
|
2016
Q1 | $3.42M | Sell |
63,283
-7,755
| -11% | -$419K | 1.78% | 15 |
|
|
2015
Q4 | $3.28M | Sell |
71,038
-3,196
| -4% | -$148K | 1.69% | 18 |
|
|
2015
Q3 | $3.23M | Buy |
74,234
+9
| +0% | +$392 | 1.8% | 18 |
|
|
2015
Q2 | $3.46M | Buy |
74,225
+236
| +0.3% | +$11K | 1.65% | 20 |
|
|
2015
Q1 | $3.6M | Buy |
+73,989
| New | +$3.6M | 1.71% | 18 |
|