Lenox Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $53K | Sell |
972
-680
| -41% | -$37.1K | 0.02% | 247 |
|
|
2020
Q1 | $88K | Sell |
1,652
-331
| -17% | -$17.6K | 0.03% | 203 |
|
|
2019
Q4 | $122K | Sell |
1,983
-1
| -0.1% | -$62 | 0.03% | 198 |
|
|
2019
Q3 | $119K | Buy |
1,984
+208
| +12% | +$12.5K | 0.03% | 189 |
|
|
2019
Q2 | $101K | Sell |
1,776
-438
| -20% | -$24.9K | 0.03% | 191 |
|
|
2019
Q1 | $131K | Buy |
2,214
+732
| +49% | +$43.3K | 0.04% | 155 |
|
|
2018
Q4 | $83K | Buy |
1,482
+698
| +89% | +$39.1K | 0.03% | 183 |
|
|
2018
Q3 | $42K | Buy |
784
+38
| +5% | +$2.04K | 0.01% | 247 |
|
|
2018
Q2 | $38K | Sell |
746
-310
| -29% | -$15.8K | 0.01% | 232 |
|
|
2018
Q1 | $50K | Sell |
1,056
-36
| -3% | -$1.71K | 0.02% | 213 |
|
|
2017
Q4 | $58K | Buy |
1,092
+435
| +66% | +$23.1K | 0.02% | 194 |
|
|
2017
Q3 | $32K | Sell |
657
-180
| -22% | -$8.77K | 0.01% | 273 |
|
|
2017
Q2 | $37K | Sell |
837
-506
| -38% | -$22.4K | 0.02% | 230 |
|
|
2017
Q1 | $65K | Sell |
1,343
-386
| -22% | -$18.7K | 0.05% | 80 |
|
|
2016
Q4 | $92K | Buy |
1,729
+486
| +39% | +$25.9K | 0.07% | 66 |
|
|
2016
Q3 | $65K | Sell |
1,243
-648
| -34% | -$33.9K | 0.05% | 89 |
|
|
2016
Q2 | $106K | Sell |
1,891
-180
| -9% | -$10.1K | 0.08% | 62 |
|
|
2016
Q1 | $112K | Buy |
2,071
+1,167
| +129% | +$63.1K | 0.08% | 58 |
|
|
2015
Q4 | $42K | Sell |
904
-386
| -30% | -$17.9K | 0.03% | 117 |
|
|
2015
Q3 | $56K | Buy |
1,290
+442
| +52% | +$19.2K | 0.05% | 74 |
|
|
2015
Q2 | $40K | Buy |
848
+11
| +1% | +$519 | 0.03% | 81 |
|
|
2015
Q1 | $41K | Sell |
837
-157
| -16% | -$7.69K | 0.03% | 86 |
|
|
2014
Q4 | $48K | Buy |
994
+497
| +100% | +$24K | 0.03% | 84 |
|
|
2014
Q3 | $25K | Sell |
497
-9
| -2% | -$453 | 0.02% | 102 |
|
|
2014
Q2 | $25K | Buy |
506
+70
| +16% | +$3.46K | 0.02% | 99 |
|
|
2014
Q1 | $21K | Buy |
436
+200
| +85% | +$9.63K | 0.01% | 116 |
|
|
2013
Q4 | $12K | Buy |
+236
| New | +$12K | 0.01% | 138 |
|