Circle Road Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-42,504
| Closed | -$2.61M | – | 8 |
|
|
2019
Q4 | $2.61M | Sell |
42,504
-22,616
| -35% | -$1.39M | 9.41% | 4 |
|
|
2019
Q3 | $3.93M | Sell |
65,120
-44,351
| -41% | -$2.68M | 6.42% | 12 |
|
|
2019
Q2 | $6.25M | Sell |
109,471
-12,800
| -10% | -$731K | 9.13% | 5 |
|
|
2019
Q1 | $7.23M | Buy |
+122,271
| New | +$7.23M | 7.82% | 3 |
|