Cascadia Advisory Services’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $911K | Sell |
16,872
-11,714
| -41% | -$632K | 0.18% | 126 |
|
2021
Q2 | $1.6M | Buy |
28,586
+5,752
| +25% | +$322K | 0.35% | 98 |
|
2021
Q1 | $1.33M | Buy |
+22,834
| New | +$1.33M | 0.29% | 104 |
|
2020
Q3 | $1.19M | Buy |
20,011
+1,921
| +11% | +$114K | 0.33% | 89 |
|
2020
Q2 | $997K | Buy |
+18,090
| New | +$997K | 0.31% | 93 |
|