Evelyn V. Moreno’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10,824
| Closed | -$426K | – | 167 |
|
|
2022
Q4 | $426K | Buy |
10,824
+1,123
| +12% | +$44.2K | 0.1% | 106 |
|
|
2022
Q3 | $368K | Sell |
9,701
-890
| -8% | -$33.8K | 0.17% | 103 |
|
|
2022
Q2 | $537K | Buy |
+10,591
| New | +$537K | 0.13% | 83 |
|
|
2021
Q4 | – | Sell |
-70,630
| Closed | -$3.82M | – | 61 |
|
|
2021
Q3 | $3.82M | Sell |
70,630
-46,985
| -40% | -$2.54M | 0.9% | 41 |
|
|
2021
Q2 | $6.59M | Sell |
117,615
-5,452
| -4% | -$305K | 1.55% | 32 |
|
|
2021
Q1 | $7.16M | Sell |
123,067
-260
| -0.2% | -$15.1K | 1.71% | 27 |
|
|
2020
Q4 | $7.25M | Sell |
123,327
-5,120
| -4% | -$301K | 1.8% | 25 |
|
|
2020
Q3 | $7.64M | Sell |
128,447
-4,110
| -3% | -$245K | 2.07% | 17 |
|
|
2020
Q2 | $7.31M | Sell |
132,557
-1,463
| -1% | -$80.7K | 2.12% | 15 |
|
|
2020
Q1 | $7.2M | Sell |
134,020
-2,782
| -2% | -$149K | 2.44% | 10 |
|
|
2019
Q4 | $8.4M | Sell |
136,802
-2,740
| -2% | -$168K | 2.26% | 15 |
|
|
2019
Q3 | $8.42M | Buy |
139,542
+4,144
| +3% | +$250K | 2.31% | 16 |
|
|
2019
Q2 | $7.74M | Sell |
135,398
-2,340
| -2% | -$134K | 2.35% | 16 |
|
|
2019
Q1 | $8.15M | Buy |
137,738
+375
| +0.3% | +$22.2K | 2.4% | 11 |
|
|
2018
Q4 | $7.72M | Buy |
137,363
+334
| +0.2% | +$18.8K | 2.55% | 10 |
|
|
2018
Q3 | $7.32M | Sell |
137,029
-3,810
| -3% | -$203K | 2.05% | 19 |
|
|
2018
Q2 | $7.09M | Buy |
140,839
+24,900
| +21% | +$1.25M | 2.07% | 18 |
|
|
2018
Q1 | $5.54M | Buy |
115,939
+1,450
| +1% | +$69.3K | 1.7% | 31 |
|
|
2017
Q4 | $6.06M | Sell |
114,489
-6,084
| -5% | -$322K | 1.83% | 29 |
|
|
2017
Q3 | $5.97M | Buy |
120,573
+4,894
| +4% | +$242K | 1.78% | 30 |
|
|
2017
Q2 | $5.17M | Sell |
115,679
-802
| -0.7% | -$35.8K | 1.59% | 33 |
|
|
2017
Q1 | $5.68M | Buy |
116,481
+11,875
| +11% | +$579K | 1.73% | 29 |
|
|
2016
Q4 | $5.58M | Buy |
104,606
+5,000
| +5% | +$267K | 2.01% | 22 |
|
|
2016
Q3 | $5.18M | Buy |
99,606
+300
| +0.3% | +$15.6K | 1.9% | 22 |
|
|
2016
Q2 | $5.55M | Buy |
99,306
+545
| +0.6% | +$30.4K | 2.1% | 18 |
|
|
2016
Q1 | $5.34M | Buy |
98,761
+3,175
| +3% | +$172K | 2.07% | 13 |
|
|
2015
Q4 | $4.42M | Buy |
+95,586
| New | +$4.42M | 1.84% | 25 |
|