Lau Associates’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $289K | Sell |
4,712
-100
| -2% | -$6.13K | 0.14% | 80 |
|
|
2019
Q3 | $290K | Sell |
4,812
-1,300
| -21% | -$78.3K | 0.15% | 80 |
|
|
2019
Q2 | $349K | Buy |
6,112
+1,000
| +20% | +$57.1K | 0.17% | 73 |
|
|
2019
Q1 | $302K | Sell |
5,112
-61
| -1% | -$3.6K | 0.16% | 78 |
|
|
2018
Q4 | $291K | Buy |
+5,173
| New | +$291K | 0.16% | 79 |
|
|
2014
Q2 | – | Sell |
-10,925
| Closed | -$520K | – | 65 |
|
|
2014
Q1 | $520K | Buy |
10,925
+3,117
| +40% | +$148K | 0.46% | 42 |
|
|
2013
Q4 | $384K | Hold |
7,808
| – | – | 0.34% | 49 |
|
|
2013
Q3 | $364K | Sell |
7,808
-1,500
| -16% | -$69.9K | 0.3% | 47 |
|
|
2013
Q2 | $469K | Buy |
+9,308
| New | +$469K | 0.4% | 43 |
|