Epstein & White Financial’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $328K | Sell |
5,856
-189
| -3% | -$10.6K | 0.09% | 60 |
|
|
2021
Q1 | $354K | Sell |
6,045
-528
| -8% | -$30.9K | 0.1% | 49 |
|
|
2020
Q4 | $385K | Sell |
6,573
-744
| -10% | -$43.6K | 0.12% | 41 |
|
|
2020
Q3 | $437K | Sell |
7,317
-603
| -8% | -$36K | 0.16% | 33 |
|
|
2020
Q2 | $436K | Sell |
7,920
-4,931
| -38% | -$271K | 0.17% | 31 |
|
|
2020
Q1 | $685K | Sell |
12,851
-5,526
| -30% | -$295K | 0.29% | 27 |
|
|
2019
Q4 | $1.13M | Sell |
18,377
-1,270
| -6% | -$78.2K | 0.49% | 19 |
|
|
2019
Q3 | $1.18M | Sell |
19,647
-1,172
| -6% | -$70.5K | 0.58% | 14 |
|
|
2019
Q2 | $1.15M | Buy |
20,819
+5,077
| +32% | +$280K | 0.61% | 12 |
|
|
2019
Q1 | $933K | Buy |
15,742
+4,709
| +43% | +$279K | 0.54% | 19 |
|
|
2018
Q4 | $623K | Buy |
11,033
+41
| +0.4% | +$2.32K | 0.39% | 23 |
|
|
2018
Q3 | $590K | Sell |
10,992
-6,259
| -36% | -$336K | 0.39% | 28 |
|
|
2018
Q2 | $876K | Sell |
17,251
-1,384
| -7% | -$70.3K | 0.65% | 20 |
|
|
2018
Q1 | $903K | Buy |
18,635
+145
| +0.8% | +$7.03K | 0.58% | 29 |
|
|
2017
Q4 | $963K | Buy |
+18,490
| New | +$963K | 0.56% | 26 |
|