McDaniel Terry & Co’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-6,388
| Closed | -$380K | – | 87 |
|
|
2020
Q3 | $380K | Sell |
6,388
-394
| -6% | -$23.4K | 0.05% | 61 |
|
|
2020
Q2 | $374K | Sell |
6,782
-73
| -1% | -$4.03K | 0.06% | 57 |
|
|
2020
Q1 | $368K | Sell |
6,855
-94
| -1% | -$5.05K | 0.07% | 49 |
|
|
2019
Q4 | $427K | Buy |
6,949
+899
| +15% | +$55.2K | 0.06% | 54 |
|
|
2019
Q3 | $365K | Buy |
+6,050
| New | +$365K | 0.06% | 57 |
|
|
2019
Q2 | – | Sell |
-4,935
| Closed | -$292K | – | 69 |
|
|
2019
Q1 | $292K | Buy |
4,935
+287
| +6% | +$17K | 0.05% | 52 |
|
|
2018
Q4 | $261K | Buy |
4,648
+480
| +12% | +$27K | 0.05% | 53 |
|
|
2018
Q3 | $223K | Sell |
4,168
-59
| -1% | -$3.16K | 0.04% | 59 |
|
|
2018
Q2 | $213K | Hold |
4,227
| – | – | 0.04% | 63 |
|
|
2018
Q1 | $202K | Sell |
4,227
-657
| -13% | -$31.4K | 0.04% | 58 |
|
|
2017
Q4 | $259K | Hold |
4,884
| – | – | 0.05% | 54 |
|
|
2017
Q3 | $242K | Hold |
4,884
| – | – | 0.05% | 54 |
|
|
2017
Q2 | $218K | Hold |
4,884
| – | – | 0.04% | 58 |
|
|
2017
Q1 | $238K | Sell |
4,884
-971
| -17% | -$47.3K | 0.05% | 58 |
|
|
2016
Q4 | $313K | Buy |
5,855
+1,184
| +25% | +$63.3K | 0.07% | 51 |
|
|
2016
Q3 | $243K | Sell |
4,671
-2,561
| -35% | -$133K | 0.05% | 54 |
|
|
2016
Q2 | $404K | Buy |
+7,232
| New | +$404K | 0.09% | 44 |
|