Lehman Financial Resources’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $609K | Buy |
11,411
+2,901
| +34% | +$155K | 0.29% | 49 |
|
|
2018
Q2 | $428K | Buy |
8,510
+1,301
| +18% | +$65.4K | 0.22% | 52 |
|
|
2018
Q1 | $344K | Buy |
7,209
+632
| +10% | +$30.2K | 0.18% | 57 |
|
|
2017
Q4 | $348K | Buy |
6,577
+1,103
| +20% | +$58.4K | 0.18% | 55 |
|
|
2017
Q3 | $270K | Buy |
5,474
+99
| +2% | +$4.88K | 0.14% | 58 |
|
|
2017
Q2 | $238K | Buy |
5,375
+900
| +20% | +$39.9K | 0.13% | 54 |
|
|
2017
Q1 | $218K | Sell |
4,475
-1,492
| -25% | -$72.7K | 0.12% | 56 |
|
|
2016
Q4 | $318K | Buy |
5,967
+1,712
| +40% | +$91.2K | 0.18% | 47 |
|
|
2016
Q3 | $221K | Hold |
4,255
| – | – | 0.13% | 51 |
|
|
2016
Q2 | $237K | Sell |
4,255
-1,106
| -21% | -$61.6K | 0.12% | 52 |
|
|
2016
Q1 | $289K | Buy |
5,361
+800
| +18% | +$43.1K | 0.15% | 51 |
|
|
2015
Q4 | $210K | Buy |
4,561
+632
| +16% | +$29.1K | 0.11% | 57 |
|
|
2015
Q3 | $170K | Sell |
3,929
-500
| -11% | -$21.6K | 0.09% | 60 |
|
|
2015
Q2 | $206K | Buy |
4,429
+1
| +0% | +$47 | 0.1% | 54 |
|
|
2015
Q1 | $215K | Buy |
4,428
+508
| +13% | +$24.7K | 0.1% | 58 |
|
|
2014
Q4 | $183K | Buy |
3,920
+97
| +3% | +$4.53K | 0.09% | 63 |
|
|
2014
Q3 | $191K | Buy |
3,823
+1
| +0% | +$50 | 0.1% | 61 |
|
|
2014
Q2 | $187K | Buy |
3,822
+1,000
| +35% | +$48.9K | 0.09% | 62 |
|
|
2014
Q1 | $134K | Buy |
2,822
+1,157
| +69% | +$54.9K | 0.07% | 73 |
|
|
2013
Q4 | $82K | Buy |
1,665
+101
| +6% | +$4.97K | 0.05% | 90 |
|
|
2013
Q3 | $73K | Buy |
1,564
+350
| +29% | +$16.3K | 0.05% | 89 |
|
|
2013
Q2 | $61K | Buy |
+1,214
| New | +$61K | 0.04% | 90 |
|