Gould Asset Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-4,764
| Closed | -$277K | – | 158 |
|
|
2021
Q1 | $277K | Buy |
+4,764
| New | +$277K | 0.08% | 122 |
|
|
2019
Q3 | – | Sell |
-4,375
| Closed | -$250K | – | 148 |
|
|
2019
Q2 | $250K | Buy |
+4,375
| New | +$250K | 0.09% | 117 |
|
|
2018
Q3 | – | Sell |
-5,775
| Closed | -$291K | – | 149 |
|
|
2018
Q2 | $291K | Sell |
5,775
-154
| -3% | -$7.76K | 0.13% | 92 |
|
|
2018
Q1 | $284K | Buy |
+5,929
| New | +$284K | 0.12% | 95 |
|
|
2017
Q4 | – | Sell |
-4,229
| Closed | -$209K | – | 145 |
|
|
2017
Q3 | $209K | Sell |
4,229
-1,100
| -21% | -$54.4K | 0.09% | 127 |
|
|
2017
Q2 | $238K | Buy |
+5,329
| New | +$238K | 0.11% | 106 |
|
|
2016
Q3 | – | Sell |
-3,629
| Closed | -$203K | – | 111 |
|
|
2016
Q2 | $203K | Buy |
+3,629
| New | +$203K | 0.11% | 94 |
|