Jay D. Rosenbaum’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-19,545
| Closed | -$1.1M | – | 45 |
|
|
2021
Q2 | $1.1M | Sell |
19,545
-15
| -0.1% | -$840 | 1.81% | 25 |
|
|
2021
Q1 | $1.14M | Hold |
19,560
| – | – | 1.95% | 21 |
|
|
2020
Q4 | $1.15M | Sell |
19,560
-5
| -0% | -$294 | 2% | 20 |
|
|
2020
Q3 | $1.16M | Sell |
19,565
-825
| -4% | -$49.1K | 2.15% | 16 |
|
|
2020
Q2 | $1.12M | Sell |
20,390
-500
| -2% | -$27.6K | 2.2% | 15 |
|
|
2020
Q1 | $1.12M | Buy |
20,890
+343
| +2% | +$18.4K | 2.59% | 12 |
|
|
2019
Q4 | $1.26M | Sell |
20,547
-93
| -0.5% | -$5.71K | 2.23% | 16 |
|
|
2019
Q3 | $1.25M | Buy |
20,640
+90
| +0.4% | +$5.43K | 2.37% | 14 |
|
|
2019
Q2 | $1.17M | Buy |
20,550
+75
| +0.4% | +$4.29K | 2.23% | 18 |
|
|
2019
Q1 | $1.21M | Buy |
20,475
+50
| +0.2% | +$2.96K | 2.29% | 17 |
|
|
2018
Q4 | $1.15M | Sell |
20,425
-835
| -4% | -$46.9K | 2.43% | 15 |
|
|
2018
Q3 | $1.14M | Sell |
21,260
-130
| -0.6% | -$6.94K | 2.06% | 22 |
|
|
2018
Q2 | $1.08M | Buy |
21,390
+1,128
| +6% | +$56.7K | 2.13% | 21 |
|
|
2018
Q1 | $969K | Sell |
20,262
-2,676
| -12% | -$128K | 1.96% | 26 |
|
|
2017
Q4 | $1.21M | Buy |
22,938
+187
| +0.8% | +$9.89K | 2.23% | 21 |
|
|
2017
Q3 | $1.13M | Buy |
22,751
+935
| +4% | +$46.3K | 2.15% | 21 |
|
|
2017
Q2 | $975K | Buy |
21,816
+1,050
| +5% | +$46.9K | 1.93% | 23 |
|
|
2017
Q1 | $1.01M | Buy |
20,766
+1,650
| +9% | +$80.4K | 2.14% | 22 |
|
|
2016
Q4 | $1.02M | Buy |
19,116
+1,300
| +7% | +$69.4K | 2.36% | 20 |
|
|
2016
Q3 | $926K | Buy |
17,816
+1,991
| +13% | +$103K | 0.11% | 22 |
|
|
2016
Q2 | $883K | Buy |
15,825
+5,648
| +55% | +$315K | 0.13% | 22 |
|
|
2016
Q1 | $551K | Buy |
+10,177
| New | +$551K | 0.12% | 29 |
|