Independence Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $225K | Hold |
3,781
| – | – | 0.05% | 90 |
|
|
2020
Q2 | $208K | Buy |
+3,781
| New | +$208K | 0.05% | 93 |
|
|
2020
Q1 | – | Sell |
-4,003
| Closed | -$246K | – | 166 |
|
|
2019
Q4 | $246K | Sell |
4,003
-350
| -8% | -$21.5K | 0.06% | 83 |
|
|
2019
Q3 | $263K | Sell |
4,353
-185
| -4% | -$11.2K | 0.06% | 79 |
|
|
2019
Q2 | $259K | Buy |
4,538
+887
| +24% | +$50.6K | 0.07% | 79 |
|
|
2019
Q1 | $216K | Sell |
3,651
-71
| -2% | -$4.2K | 0.06% | 88 |
|
|
2018
Q4 | $209K | Sell |
3,722
-1,458
| -28% | -$81.9K | 0.07% | 79 |
|
|
2018
Q3 | $277K | Buy |
5,180
+898
| +21% | +$48K | 0.08% | 65 |
|
|
2018
Q2 | $215K | Hold |
4,282
| – | – | 0.07% | 74 |
|
|
2018
Q1 | $205K | Buy |
4,282
+79
| +2% | +$3.78K | 0.07% | 73 |
|
|
2017
Q4 | $222K | Sell |
4,203
-74
| -2% | -$3.91K | 0.07% | 70 |
|
|
2017
Q3 | $212K | Buy |
+4,277
| New | +$212K | 0.08% | 66 |
|
|
2017
Q2 | – | Sell |
-4,481
| Closed | -$218K | – | 78 |
|
|
2017
Q1 | $218K | Hold |
4,481
| – | – | 0.09% | 68 |
|
|
2016
Q4 | $239K | Sell |
4,481
-489
| -10% | -$26.1K | 0.11% | 61 |
|
|
2016
Q3 | $258K | Buy |
4,970
+1,333
| +37% | +$69.2K | 0.12% | 57 |
|
|
2016
Q2 | $203K | Buy |
+3,637
| New | +$203K | 0.11% | 52 |
|