CSat Investment Advisory’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $1.45M | Sell |
24,895
-1,874
| -7% | -$109K | 1.22% | 24 |
|
|
2020
Q4 | $1.57M | Sell |
26,769
-13,781
| -34% | -$810K | 1.46% | 21 |
|
|
2020
Q3 | $2.41M | Buy |
40,550
+13,728
| +51% | +$817K | 0.21% | 49 |
|
|
2020
Q2 | $1.48M | Sell |
26,822
-3,141
| -10% | -$173K | 0.18% | 56 |
|
|
2020
Q1 | $1.61M | Buy |
29,963
+3,688
| +14% | +$198K | 0.34% | 34 |
|
|
2019
Q4 | $1.61M | Buy |
26,275
+744
| +3% | +$45.7K | 0.42% | 40 |
|
|
2019
Q3 | $1.54M | Buy |
25,531
+1,480
| +6% | +$89.3K | 0.48% | 33 |
|
|
2019
Q2 | $1.37M | Buy |
24,051
+9,702
| +68% | +$554K | 0.49% | 37 |
|
|
2019
Q1 | $848K | Buy |
14,349
+531
| +4% | +$31.4K | 0.43% | 61 |
|
|
2018
Q4 | $777K | Sell |
13,818
-648
| -4% | -$36.4K | 0.46% | 54 |
|
|
2018
Q3 | $772K | Buy |
14,466
+2,221
| +18% | +$119K | 0.44% | 62 |
|
|
2018
Q2 | $616K | Buy |
+12,245
| New | +$616K | 0.33% | 73 |
|
|
2015
Q2 | – | Sell |
-166,985
| Closed | -$8.12M | – | 30 |
|
|
2015
Q1 | $8.12M | Sell |
166,985
-8,644
| -5% | -$420K | 3.54% | 18 |
|
|
2014
Q4 | $8.22M | Buy |
175,629
+16,281
| +10% | +$762K | 3.41% | 18 |
|
|
2014
Q3 | $7.97M | Buy |
159,348
+16,832
| +12% | +$841K | 3.33% | 21 |
|
|
2014
Q2 | $6.97M | Buy |
142,516
+32,502
| +30% | +$1.59M | 3.47% | 18 |
|
|
2014
Q1 | $5.23M | Sell |
110,014
-47,760
| -30% | -$2.27M | 2.68% | 26 |
|
|
2013
Q4 | $7.75M | Sell |
157,774
-122,837
| -44% | -$6.04M | 3.06% | 23 |
|
|
2013
Q3 | $13.1M | Buy |
280,611
+70,689
| +34% | +$3.3M | 3.76% | 17 |
|
|
2013
Q2 | $10.6M | Buy |
+209,922
| New | +$10.6M | 3.76% | 14 |
|