Clear Perspective Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $819K | Sell |
15,760
-737
| -4% | -$38.3K | 0.25% | 67 |
|
|
2021
Q3 | $891K | Sell |
16,497
-737
| -4% | -$39.8K | 0.3% | 63 |
|
|
2021
Q2 | $966K | Sell |
17,234
-992
| -5% | -$55.6K | 0.34% | 58 |
|
|
2021
Q1 | $1.06M | Buy |
18,226
+1,318
| +8% | +$76.7K | 0.41% | 48 |
|
|
2020
Q4 | $993K | Sell |
16,908
-1,302
| -7% | -$76.5K | 0.41% | 46 |
|
|
2020
Q3 | $284 | Buy |
18,210
+325
| +2% | +$5 | 0.13% | 113 |
|
|
2020
Q2 | $986K | Sell |
17,885
-512
| -3% | -$28.2K | 0.54% | 33 |
|
|
2020
Q1 | $988K | Buy |
18,397
+2,052
| +13% | +$110K | 0.66% | 28 |
|
|
2019
Q4 | $1M | Sell |
16,345
-23,352
| -59% | -$1.43M | 0.62% | 41 |
|
|
2019
Q3 | $2.33M | Buy |
39,697
+20,081
| +102% | +$1.18M | 1.06% | 23 |
|
|
2019
Q2 | $1.12M | Buy |
19,616
+431
| +2% | +$24.6K | 0.72% | 31 |
|
|
2019
Q1 | $1.13M | Sell |
19,185
-1,325
| -6% | -$78K | 0.8% | 30 |
|
|
2018
Q4 | $1.15M | Buy |
+20,510
| New | +$1.15M | 0.96% | 25 |
|
|
2018
Q3 | – | Sell |
-18,256
| Closed | -$918K | – | 36 |
|
|
2018
Q2 | $918K | Buy |
18,256
+11
| +0.1% | +$553 | 0.64% | 35 |
|
|
2018
Q1 | $872K | Buy |
18,245
+609
| +3% | +$29.1K | 0.65% | 31 |
|
|
2017
Q4 | $933K | Buy |
17,636
+250
| +1% | +$13.2K | 0.71% | 33 |
|
|
2017
Q3 | $860K | Buy |
17,386
+147
| +0.9% | +$7.27K | 0.7% | 38 |
|
|
2017
Q2 | $770K | Buy |
17,239
+1,039
| +6% | +$46.4K | 0.65% | 42 |
|
|
2017
Q1 | $790K | Sell |
16,200
-3,000
| -16% | -$146K | 0.52% | 49 |
|
|
2016
Q4 | $1.03M | Buy |
+19,200
| New | +$1.03M | 0.68% | 32 |
|