Cedar Brook Financial Partners’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9,273
| Closed | -$389K | – | 420 |
|
|
2024
Q1 | $389K | Sell |
9,273
-708
| -7% | -$29.7K | 0.08% | 258 |
|
|
2023
Q4 | $378K | Buy |
9,981
+203
| +2% | +$7.69K | 0.08% | 237 |
|
|
2023
Q3 | $317K | Sell |
9,778
-1,297
| -12% | -$42K | 0.08% | 243 |
|
|
2023
Q2 | $412K | Buy |
11,075
+294
| +3% | +$10.9K | 0.1% | 213 |
|
|
2023
Q1 | $419K | Sell |
10,781
-886
| -8% | -$34.5K | 0.11% | 204 |
|
|
2022
Q4 | $460K | Sell |
11,667
-3,320
| -22% | -$131K | 0.13% | 189 |
|
|
2022
Q3 | $569K | Sell |
14,987
-311
| -2% | -$11.8K | 0.18% | 139 |
|
|
2022
Q2 | $776K | Sell |
15,298
-336
| -2% | -$17K | 0.24% | 105 |
|
|
2022
Q1 | $796K | Buy |
15,634
+1,470
| +10% | +$74.8K | 0.21% | 120 |
|
|
2021
Q4 | $736K | Sell |
14,164
-284
| -2% | -$14.8K | 0.19% | 130 |
|
|
2021
Q3 | $780K | Sell |
14,448
-978
| -6% | -$52.8K | 0.23% | 112 |
|
|
2021
Q2 | $864K | Buy |
15,426
+3,057
| +25% | +$171K | 0.25% | 103 |
|
|
2021
Q1 | $719K | Sell |
12,369
-2,063
| -14% | -$120K | 0.25% | 103 |
|
|
2020
Q4 | $848K | Sell |
14,432
-1,891
| -12% | -$111K | 0.3% | 86 |
|
|
2020
Q3 | $971K | Buy |
16,323
+817
| +5% | +$48.6K | 0.38% | 66 |
|
|
2020
Q2 | $855K | Buy |
15,506
+1,219
| +9% | +$67.2K | 0.38% | 73 |
|
|
2020
Q1 | $768K | Buy |
14,287
+2,304
| +19% | +$124K | 0.43% | 70 |
|
|
2019
Q4 | $736K | Buy |
11,983
+660
| +6% | +$40.5K | 0.31% | 90 |
|
|
2019
Q3 | $683K | Sell |
11,323
-340
| -3% | -$20.5K | 0.3% | 98 |
|
|
2019
Q2 | $666K | Buy |
11,663
+758
| +7% | +$43.3K | 0.31% | 103 |
|
|
2019
Q1 | $645K | Buy |
10,905
+257
| +2% | +$15.2K | 0.31% | 98 |
|
|
2018
Q4 | $599K | Buy |
+10,648
| New | +$599K | 0.36% | 87 |
|