Heck Capital Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,577
| Closed | -$148K | – | 205 |
|
|
2023
Q3 | $148K | Sell |
4,577
-54
| -1% | -$1.75K | 0.03% | 128 |
|
|
2023
Q2 | $172K | Sell |
4,631
-104
| -2% | -$3.87K | 0.03% | 123 |
|
|
2023
Q1 | $184K | Buy |
4,735
+330
| +7% | +$12.8K | 0.04% | 115 |
|
|
2022
Q4 | $174K | Buy |
+4,405
| New | +$174K | 0.03% | 119 |
|
|
2019
Q1 | – | Sell |
-2,955
| Closed | -$166K | – | 100 |
|
|
2018
Q4 | $166K | Sell |
2,955
-56
| -2% | -$3.15K | 0.06% | 80 |
|
|
2018
Q3 | $161K | Sell |
3,011
-177
| -6% | -$9.45K | 0.05% | 81 |
|
|
2018
Q2 | $160K | Buy |
+3,188
| New | +$160K | 0.06% | 76 |
|
|
2017
Q2 | – | Sell |
-2,518
| Closed | -$123K | – | 82 |
|
|
2017
Q1 | $123K | Sell |
2,518
-127
| -5% | -$6.19K | 0.08% | 59 |
|
|
2016
Q4 | $141K | Buy |
+2,645
| New | +$141K | 0.1% | 49 |
|