JSF Financial’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,941
| Closed | -$251K | – | 115 |
|
|
2022
Q2 | $251K | Sell |
4,941
-158
| -3% | -$8.03K | 0.11% | 86 |
|
|
2022
Q1 | $260K | Sell |
5,099
-72
| -1% | -$3.67K | 0.11% | 92 |
|
|
2021
Q4 | $269K | Sell |
5,171
-1,107
| -18% | -$57.6K | 0.13% | 88 |
|
|
2021
Q3 | $339K | Sell |
6,278
-3,936
| -39% | -$213K | 0.17% | 68 |
|
|
2021
Q2 | $572K | Buy |
10,214
+1,114
| +12% | +$62.4K | 0.34% | 38 |
|
|
2021
Q1 | $529K | Sell |
9,100
-527
| -5% | -$30.6K | 0.33% | 36 |
|
|
2020
Q4 | $566K | Sell |
9,627
-513
| -5% | -$30.2K | 0.4% | 31 |
|
|
2020
Q3 | $603K | Buy |
10,140
+609
| +6% | +$36.2K | 0.47% | 27 |
|
|
2020
Q2 | $525K | Buy |
9,531
+402
| +4% | +$22.1K | 0.45% | 29 |
|
|
2020
Q1 | $491K | Buy |
9,129
+2,341
| +34% | +$126K | 0.5% | 31 |
|
|
2019
Q4 | $417K | Hold |
6,788
| – | – | 0.41% | 39 |
|
|
2019
Q3 | $410K | Sell |
6,788
-130
| -2% | -$7.85K | 0.45% | 36 |
|
|
2019
Q2 | $395K | Buy |
6,918
+575
| +9% | +$32.8K | 0.43% | 40 |
|
|
2019
Q1 | $375K | Sell |
6,343
-200
| -3% | -$11.8K | 0.41% | 39 |
|
|
2018
Q4 | $368K | Buy |
+6,543
| New | +$368K | 0.38% | 37 |
|