Huber Financial 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 | $283K | Buy |
5,264
+216
| +4% | +$11.6K | 0.11% | 86 |
|
2019
Q4 | $310K | Buy |
5,048
+35
| +0.7% | +$2.15K | 0.11% | 94 |
|
2019
Q3 | $303K | Buy |
5,013
+37
| +0.7% | +$2.24K | 0.12% | 91 |
|
2019
Q2 | $284K | Sell |
4,976
-903
| -15% | -$51.5K | 0.12% | 91 |
|
2019
Q1 | $348K | Buy |
5,879
+2,194
| +60% | +$130K | 0.17% | 81 |
|
2018
Q4 | $207K | Sell |
3,685
-1,773
| -32% | -$99.6K | 0.11% | 93 |
|
2018
Q3 | $291K | Buy |
5,458
+41
| +0.8% | +$2.19K | 0.22% | 75 |
|
2018
Q2 | $272K | Buy |
5,417
+478
| +10% | +$24K | 0.25% | 77 |
|
2018
Q1 | $236K | Sell |
4,939
-1,116
| -18% | -$53.3K | 0.23% | 80 |
|
2017
Q4 | $321K | Buy |
+6,055
| New | +$321K | 0.35% | 55 |
|