Gideon Capital Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-32,263
| Closed | -$1.98M | – | 209 |
|
|
2019
Q4 | $1.98M | Buy |
+32,263
| New | +$1.98M | 0.68% | 40 |
|
|
2018
Q4 | – | Sell |
-6,812
| Closed | -$364K | – | 520 |
|
|
2018
Q3 | $364K | Buy |
+6,812
| New | +$364K | 0.17% | 197 |
|
|
2018
Q1 | – | Sell |
-6,479
| Closed | -$343K | – | 473 |
|
|
2017
Q4 | $343K | Buy |
+6,479
| New | +$343K | 0.3% | 118 |
|
|
2016
Q3 | – | Sell |
-7,091
| Closed | -$396K | – | 284 |
|
|
2016
Q2 | $396K | Buy |
+7,091
| New | +$396K | 0.23% | 115 |
|
|
2015
Q4 | – | Sell |
-34,789
| Closed | -$1.51M | – | 283 |
|
|
2015
Q3 | $1.51M | Buy |
34,789
+16,611
| +91% | +$723K | 0.89% | 30 |
|
|
2015
Q2 | $847K | Buy |
+18,178
| New | +$847K | 0.35% | 106 |
|
|
2014
Q3 | – | Sell |
-27,720
| Closed | -$1.36M | – | 372 |
|
|
2014
Q2 | $1.36M | Sell |
27,720
-1,550
| -5% | -$75.8K | 0.49% | 73 |
|
|
2014
Q1 | $1.39M | Buy |
+29,270
| New | +$1.39M | 0.77% | 37 |
|