Mason Investment Advisory Services’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-18,415
| Closed | -$1.07M | – | 100 |
|
|
2021
Q1 | $1.07M | Hold |
18,415
| – | – | 0.11% | 43 |
|
|
2020
Q4 | $1.08M | Hold |
18,415
| – | – | 0.13% | 39 |
|
|
2020
Q3 | $1.1M | Hold |
18,415
| – | – | 0.16% | 30 |
|
|
2020
Q2 | $1.02M | Sell |
18,415
-4,912
| -21% | -$271K | 0.15% | 34 |
|
|
2020
Q1 | $1.25M | Buy |
23,327
+200
| +0.9% | +$10.7K | 0.21% | 21 |
|
|
2019
Q4 | $1.42M | Hold |
23,127
| – | – | 0.21% | 29 |
|
|
2019
Q3 | $1.4M | Buy |
23,127
+3,986
| +21% | +$241K | 0.22% | 27 |
|
|
2019
Q2 | $1.09M | Hold |
19,141
| – | – | 0.18% | 40 |
|
|
2019
Q1 | $1.13M | Buy |
+19,141
| New | +$1.13M | 0.31% | 28 |
|