Lumbard & Kellner’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-9,195
| Closed | -$516K | – | 104 |
|
|
2021
Q2 | $516K | Buy |
9,195
+132
| +1% | +$7.41K | 0.2% | 70 |
|
|
2021
Q1 | $527K | Buy |
9,063
+592
| +7% | +$34.4K | 0.19% | 69 |
|
|
2020
Q4 | $497K | Buy |
+8,471
| New | +$497K | 0.2% | 71 |
|
|
2017
Q3 | – | Sell |
-76,505
| Closed | -$3.42M | – | 88 |
|
|
2017
Q2 | $3.42M | Buy |
76,505
+65,943
| +624% | +$2.95M | 1.95% | 20 |
|
|
2017
Q1 | $515K | Buy |
+10,562
| New | +$515K | 0.3% | 52 |
|