Brendel Financial Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,371
| Closed | -$274K | – | 120 |
|
|
2022
Q1 | $274K | Sell |
5,371
-95
| -2% | -$4.85K | 0.15% | 95 |
|
|
2021
Q4 | $284K | Hold |
5,466
| – | – | 0.15% | 91 |
|
|
2021
Q3 | $295K | Hold |
5,466
| – | – | 0.35% | 50 |
|
|
2021
Q2 | $306K | Hold |
5,466
| – | – | 0.17% | 86 |
|
|
2021
Q1 | $318K | Hold |
5,466
| – | – | 0.21% | 73 |
|
|
2020
Q4 | $321K | Sell |
5,466
-7
| -0.1% | -$411 | 0.22% | 71 |
|
|
2020
Q3 | $326K | Sell |
5,473
-61
| -1% | -$3.63K | 0.26% | 67 |
|
|
2020
Q2 | $305K | Hold |
5,534
| – | – | 0.26% | 72 |
|
|
2020
Q1 | $297K | Sell |
5,534
-1,018
| -16% | -$54.6K | 0.35% | 61 |
|
|
2019
Q4 | $402K | Buy |
6,552
+740
| +13% | +$45.4K | 0.34% | 67 |
|
|
2019
Q3 | $351K | Buy |
5,812
+200
| +4% | +$12.1K | 0.32% | 68 |
|
|
2019
Q2 | $321K | Hold |
5,612
| – | – | 0.31% | 64 |
|
|
2019
Q1 | $332K | Hold |
5,612
| – | – | 0.3% | 68 |
|
|
2018
Q4 | $316K | Buy |
+5,612
| New | +$316K | 0.36% | 64 |
|