Kays Financial Advisory’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $254K | Buy |
4,272
+23
| +0.5% | +$1.37K | 0.04% | 81 |
|
|
2020
Q2 | $234K | Buy |
4,249
+23
| +0.5% | +$1.27K | 0.04% | 79 |
|
|
2020
Q1 | $227K | Buy |
4,226
+173
| +4% | +$9.29K | 0.05% | 72 |
|
|
2019
Q4 | $249K | Sell |
4,053
-1,329
| -25% | -$81.6K | 0.04% | 75 |
|
|
2019
Q3 | $325K | Sell |
5,382
-80
| -1% | -$4.83K | 0.06% | 91 |
|
|
2019
Q2 | $312K | Buy |
5,462
+40
| +0.7% | +$2.29K | 0.06% | 91 |
|
|
2019
Q1 | $320K | Buy |
5,422
+544
| +11% | +$32.1K | 0.06% | 87 |
|
|
2018
Q4 | $274K | Buy |
+4,878
| New | +$274K | 0.06% | 86 |
|
|
2018
Q1 | – | Sell |
-51,318
| Closed | -$2.72M | – | 94 |
|
|
2017
Q4 | $2.72M | Buy |
51,318
+971
| +2% | +$51.4K | 0.79% | 27 |
|
|
2017
Q3 | $2.49M | Buy |
50,347
+1,546
| +3% | +$76.5K | 0.79% | 24 |
|
|
2017
Q2 | $2.18M | Buy |
48,801
+2,327
| +5% | +$104K | 0.74% | 30 |
|
|
2017
Q1 | $2.27M | Buy |
+46,474
| New | +$2.27M | 0.81% | 25 |
|