C-J Advisory’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 |
-1,171
| Closed | -$71K | – | 149 |
|
2019
Q3 | $71K | Hold |
1,171
| – | – | 0.04% | 46 |
|
2019
Q2 | $67K | Hold |
1,171
| – | – | 0.04% | 46 |
|
2019
Q1 | $69K | Buy |
1,171
+400
| +52% | +$23.6K | 0.04% | 45 |
|
2018
Q4 | $43K | Buy |
771
+50
| +7% | +$2.79K | 0.03% | 49 |
|
2018
Q3 | $39K | Buy |
721
+25
| +4% | +$1.35K | 0.03% | 53 |
|
2018
Q2 | $35K | Hold |
696
| – | – | 0.02% | 59 |
|
2018
Q1 | $33K | Sell |
696
-23
| -3% | -$1.09K | 0.02% | 60 |
|
2017
Q4 | $38K | Buy |
719
+4
| +0.6% | +$211 | 0.03% | 50 |
|
2017
Q3 | $35K | Sell |
715
-88
| -11% | -$4.31K | 0.03% | 46 |
|
2017
Q2 | $36K | Hold |
803
| – | – | 0.03% | 47 |
|
2017
Q1 | $39K | Hold |
803
| – | – | 0.03% | 46 |
|
2016
Q4 | $43K | Hold |
803
| – | – | 0.04% | 40 |
|
2016
Q3 | $42K | Buy |
+803
| New | +$42K | 0.04% | 39 |
|