Lenox Wealth Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $294K | Buy |
5,488
+1,788
| +48% | +$95.8K | 0.04% | 87 |
|
|
2021
Q4 | $192K | Buy |
3,700
+106
| +3% | +$5.5K | 0.02% | 113 |
|
|
2021
Q3 | $194K | Buy |
3,594
+140
| +4% | +$7.56K | 0.03% | 104 |
|
|
2021
Q2 | $194K | Buy |
3,454
+3,266
| +1,737% | +$183K | 0.02% | 106 |
|
|
2021
Q1 | $11K | Buy |
188
+118
| +169% | +$6.9K | ﹤0.01% | 411 |
|
|
2020
Q4 | $4K | Sell |
70
-217
| -76% | -$12.4K | ﹤0.01% | 540 |
|
|
2020
Q3 | $17K | Sell |
287
-1,508
| -84% | -$89.3K | ﹤0.01% | 313 |
|
|
2020
Q2 | $99K | Buy |
1,795
+1,157
| +181% | +$63.8K | 0.02% | 106 |
|
|
2020
Q1 | $34K | Sell |
638
-34
| -5% | -$1.81K | 0.01% | 177 |
|
|
2019
Q4 | $41K | Buy |
672
+34
| +5% | +$2.07K | 0.01% | 204 |
|
|
2019
Q3 | $39K | Buy |
+638
| New | +$39K | 0.01% | 178 |
|
|
2018
Q3 | – | Sell |
-43
| Closed | -$2K | – | 522 |
|
|
2018
Q2 | $2K | Sell |
43
-57
| -57% | -$2.65K | ﹤0.01% | 497 |
|
|
2018
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 422 |
|
|
2017
Q4 | $5K | Buy |
100
+93
| +1,329% | +$4.65K | ﹤0.01% | 230 |
|
|
2017
Q3 | $0 | Buy |
+7
| New | – | ﹤0.01% | 288 |
|
|
2016
Q2 | – | Sell |
-91
| Closed | -$5K | – | 264 |
|
|
2016
Q1 | $5K | Sell |
91
-953
| -91% | -$52.4K | ﹤0.01% | 199 |
|
|
2015
Q4 | $48K | Sell |
1,044
-200
| -16% | -$9.2K | 0.02% | 91 |
|
|
2015
Q3 | $54K | Buy |
1,244
+983
| +377% | +$42.7K | 0.02% | 78 |
|
|
2015
Q2 | $12K | Sell |
261
-853
| -77% | -$39.2K | 0.01% | 129 |
|
|
2015
Q1 | $54K | Hold |
1,114
| – | – | 0.02% | 78 |
|
|
2014
Q4 | $52K | Buy |
1,114
+85
| +8% | +$3.97K | 0.02% | 80 |
|
|
2014
Q3 | $51K | Hold |
1,029
| – | – | 0.02% | 75 |
|
|
2014
Q2 | $50K | Buy |
1,029
+261
| +34% | +$12.7K | 0.02% | 61 |
|
|
2014
Q1 | $37K | Buy |
768
+642
| +510% | +$30.9K | 0.02% | 71 |
|
|
2013
Q4 | $6K | Sell |
126
-14
| -10% | -$667 | ﹤0.01% | 223 |
|
|
2013
Q3 | $7K | Sell |
140
-306
| -69% | -$15.3K | 0.01% | 132 |
|
|
2013
Q2 | $22K | Buy |
+446
| New | +$22K | 0.02% | 66 |
|