BMT Investment Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | $2.68M | Hold |
49,830
| – | – | 1.68% | 15 |
|
2019
Q4 | $3.06M | Buy |
49,830
+1,600
| +3% | +$98.3K | 1.41% | 21 |
|
2019
Q3 | $2.91M | Buy |
48,230
+3,392
| +8% | +$205K | 1.49% | 20 |
|
2019
Q2 | $2.56M | Buy |
44,838
+4,420
| +11% | +$253K | 1.34% | 26 |
|
2019
Q1 | $2.39M | Buy |
40,418
+1,918
| +5% | +$113K | 1.31% | 29 |
|
2018
Q4 | $2.16M | Buy |
38,500
+3,465
| +10% | +$195K | 1.37% | 28 |
|
2018
Q3 | $1.87M | Buy |
35,035
+372
| +1% | +$19.9K | 1.07% | 58 |
|
2018
Q2 | $1.74M | Buy |
34,663
+1,008
| +3% | +$50.7K | 1.11% | 54 |
|
2018
Q1 | $1.61M | Buy |
33,655
+5,909
| +21% | +$283K | 1.08% | 57 |
|
2017
Q4 | $1.47M | Buy |
27,746
+2,888
| +12% | +$153K | 1.06% | 66 |
|
2017
Q3 | $1.23M | Buy |
+24,858
| New | +$1.23M | 1.13% | 59 |
|