Haverford Financial Services’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-3,830
| Closed | -$205K | – | 79 |
|
|
2018
Q3 | $205K | Buy |
+3,830
| New | +$205K | 0.07% | 77 |
|
|
2018
Q2 | – | Sell |
-5,251
| Closed | -$251K | – | 94 |
|
|
2018
Q1 | $251K | Sell |
5,251
-293
| -5% | -$14K | 0.1% | 79 |
|
|
2017
Q4 | $293K | Buy |
5,544
+199
| +4% | +$10.5K | 0.11% | 74 |
|
|
2017
Q3 | $265K | Hold |
5,345
| – | – | 0.1% | 61 |
|
|
2017
Q2 | $239K | Sell |
5,345
-3,095
| -37% | -$138K | 0.1% | 53 |
|
|
2017
Q1 | $411K | Sell |
8,440
-50
| -0.6% | -$2.44K | 0.17% | 38 |
|
|
2016
Q4 | $453K | Hold |
8,490
| – | – | 0.19% | 35 |
|
|
2016
Q3 | $441K | Sell |
8,490
-52
| -0.6% | -$2.7K | 0.19% | 36 |
|
|
2016
Q2 | $477K | Sell |
8,542
-28
| -0.3% | -$1.56K | 0.2% | 34 |
|
|
2016
Q1 | $463K | Buy |
8,570
+3,448
| +67% | +$186K | 0.2% | 37 |
|
|
2015
Q4 | $237K | Sell |
5,122
-158
| -3% | -$7.31K | 0.1% | 48 |
|
|
2015
Q3 | $230K | Sell |
5,280
-178
| -3% | -$7.75K | 0.11% | 42 |
|
|
2015
Q2 | $254K | Sell |
5,458
-235
| -4% | -$10.9K | 0.11% | 38 |
|
|
2015
Q1 | $277K | Sell |
5,693
-289
| -5% | -$14.1K | 0.11% | 37 |
|
|
2014
Q4 | $280K | Sell |
5,982
-1,590
| -21% | -$74.4K | 0.11% | 34 |
|
|
2014
Q3 | $379K | Buy |
+7,572
| New | +$379K | 0.17% | 30 |
|