LifePlan Financial Group’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $76K | Hold |
1,280
| – | – | 0.03% | 214 |
|
|
2020
Q2 | $71K | Hold |
1,280
| – | – | 0.03% | 214 |
|
|
2020
Q1 | $69K | Hold |
1,280
| – | – | 0.04% | 198 |
|
|
2019
Q4 | $79K | Hold |
1,280
| – | – | 0.04% | 208 |
|
|
2019
Q3 | $77K | Sell |
1,280
-59
| -4% | -$3.55K | 0.04% | 207 |
|
|
2019
Q2 | $76K | Hold |
1,339
| – | – | 0.04% | 207 |
|
|
2019
Q1 | $79K | Sell |
1,339
-6
| -0.4% | -$354 | 0.04% | 204 |
|
|
2018
Q4 | $76K | Hold |
1,345
| – | – | 0.05% | 199 |
|
|
2018
Q3 | $72K | Hold |
1,345
| – | – | 0.04% | 216 |
|
|
2018
Q2 | $68K | Hold |
1,345
| – | – | 0.04% | 216 |
|
|
2018
Q1 | $64K | Buy |
+1,345
| New | +$64K | 0.04% | 202 |
|
|
2014
Q2 | – | Sell |
-1,273
| Closed | -$61K | – | 219 |
|
|
2014
Q1 | $61K | Buy |
1,273
+216
| +20% | +$10.4K | 0.05% | 110 |
|
|
2013
Q4 | $52K | Hold |
1,057
| – | – | 0.04% | 108 |
|
|
2013
Q3 | $49K | Hold |
1,057
| – | – | 0.04% | 108 |
|
|
2013
Q2 | $53K | Buy |
+1,057
| New | +$53K | 0.06% | 75 |
|