Jolley Asset Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $3.89M | Sell |
72,458
-634
| -0.9% | -$34.1K | 2.99% | 8 |
|
|
2019
Q4 | $4.49M | Sell |
73,092
-3,933
| -5% | -$241K | 2.55% | 22 |
|
|
2019
Q3 | $4.65M | Buy |
+77,025
| New | +$4.65M | 3.02% | 16 |
|
|
2018
Q3 | – | Sell |
-1,840
| Closed | -$93K | – | 156 |
|
|
2018
Q2 | $93K | Sell |
1,840
-29
| -2% | -$1.47K | 0.06% | 93 |
|
|
2018
Q1 | $89K | Buy |
1,869
+379
| +25% | +$18K | 0.05% | 95 |
|
|
2017
Q4 | $79K | Hold |
1,490
| – | – | 0.05% | 94 |
|
|
2017
Q3 | $74K | Buy |
1,490
+15
| +1% | +$745 | 0.05% | 95 |
|
|
2017
Q2 | $66K | Hold |
1,475
| – | – | 0.05% | 96 |
|
|
2017
Q1 | $72K | Hold |
1,475
| – | – | 0.05% | 86 |
|
|
2016
Q4 | $79K | Sell |
1,475
-50
| -3% | -$2.68K | 0.06% | 83 |
|
|
2016
Q3 | $79K | Hold |
1,525
| – | – | 0.06% | 82 |
|
|
2016
Q2 | $85K | Buy |
1,525
+625
| +69% | +$34.8K | 0.07% | 84 |
|
|
2016
Q1 | $49K | Buy |
900
+700
| +350% | +$38.1K | 0.04% | 88 |
|
|
2015
Q4 | $9K | Hold |
200
| – | – | 0.01% | 100 |
|
|
2015
Q3 | $9K | Hold |
200
| – | – | 0.01% | 95 |
|
|
2015
Q2 | $9K | Hold |
200
| – | – | 0.01% | 103 |
|
|
2015
Q1 | $10K | Hold |
200
| – | – | 0.01% | 100 |
|
|
2014
Q4 | $9K | Hold |
200
| – | – | 0.01% | 107 |
|
|
2014
Q3 | $10K | Hold |
200
| – | – | 0.01% | 105 |
|
|
2014
Q2 | $10K | Hold |
200
| – | – | 0.01% | 112 |
|
|
2014
Q1 | $10K | Hold |
200
| – | – | 0.01% | 107 |
|
|
2013
Q4 | $10K | Hold |
200
| – | – | 0.01% | 105 |
|
|
2013
Q3 | $9K | Sell |
200
-400
| -67% | -$18K | 0.01% | 111 |
|
|
2013
Q2 | $30K | Buy |
+600
| New | +$30K | 0.02% | 82 |
|