Bristol Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-10,200
| Closed | -$545K | – | 74 |
|
|
2018
Q3 | $545K | Sell |
10,200
-19,100
| -65% | -$1.02M | 0.9% | 22 |
|
|
2018
Q2 | $1.47M | Buy |
29,300
+1,500
| +5% | +$75.5K | 2.9% | 9 |
|
|
2018
Q1 | $1.33M | Sell |
27,800
-47,100
| -63% | -$2.25M | 4.33% | 7 |
|
|
2017
Q4 | $3.96M | Buy |
+74,900
| New | +$3.96M | 2.48% | 8 |
|
|
2017
Q1 | – | Sell |
-10,100
| Closed | -$539K | – | 86 |
|
|
2016
Q4 | $539K | Buy |
+10,100
| New | +$539K | 0.54% | 34 |
|