Elm Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,866
| Closed | -$110K | – | 251 |
|
|
2020
Q4 | $110K | Buy |
+1,866
| New | +$110K | 0.07% | 110 |
|
|
2020
Q1 | – | Sell |
-3,881
| Closed | -$238K | – | 89 |
|
|
2019
Q4 | $238K | Hold |
3,881
| – | – | 0.15% | 82 |
|
|
2019
Q3 | $234K | Hold |
3,881
| – | – | 0.16% | 77 |
|
|
2019
Q2 | $222K | Sell |
3,881
-120
| -3% | -$6.86K | 0.15% | 81 |
|
|
2019
Q1 | $237K | Sell |
4,001
-163
| -4% | -$9.66K | 0.17% | 79 |
|
|
2018
Q4 | $234K | Buy |
4,164
+163
| +4% | +$9.16K | 0.19% | 73 |
|
|
2018
Q3 | $214K | Buy |
+4,001
| New | +$214K | 0.14% | 80 |
|
|
2016
Q4 | – | Sell |
-3,867
| Closed | -$201K | – | 81 |
|
|
2016
Q3 | $201K | Sell |
3,867
-100
| -3% | -$5.2K | 0.19% | 76 |
|
|
2016
Q2 | $222K | Buy |
+3,967
| New | +$222K | 0.21% | 72 |
|