MYCIO Wealth Partners’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-33,136
| Closed | -$2.04M | – | 403 |
|
|
2019
Q4 | $2.04M | Buy |
33,136
+11,287
| +52% | +$681K | 0.13% | 76 |
|
|
2019
Q3 | $1.32M | Sell |
21,849
-931
| -4% | -$53.6K | 0.1% | 92 |
|
|
2019
Q2 | $1.3M | Sell |
22,780
-508
| -2% | -$29.3K | 0.1% | 88 |
|
|
2019
Q1 | $1.38M | Sell |
23,288
-512
| -2% | -$29K | 0.11% | 79 |
|
|
2018
Q4 | $1.34M | Sell |
23,800
-139
| -0.6% | -$7.89K | 0.12% | 73 |
|
|
2018
Q3 | $1.28M | Buy |
23,939
+3,797
| +19% | +$201K | 0.12% | 77 |
|
|
2018
Q2 | $1.01M | Buy |
20,142
+4,216
| +26% | +$204K | 0.1% | 94 |
|
|
2018
Q1 | $762K | Sell |
15,926
-762
| -5% | -$38.3K | 0.09% | 94 |
|
|
2017
Q4 | $883K | Buy |
16,688
+32
| +0.2% | +$1.57K | 0.1% | 88 |
|
|
2017
Q3 | $824K | Sell |
16,656
-9,703
| -37% | -$457K | 0.09% | 98 |
|
|
2017
Q2 | $1.18M | Buy |
26,359
+302
| +1% | +$14.1K | 0.14% | 69 |
|
|
2017
Q1 | $1.27M | Buy |
26,057
+2,436
| +10% | +$122K | 0.16% | 65 |
|
|
2016
Q4 | $1.26M | Buy |
23,621
+1,313
| +6% | +$65.6K | 0.17% | 58 |
|
|
2016
Q3 | $1.16M | Buy |
22,308
+1,961
| +10% | +$105K | 0.19% | 50 |
|
|
2016
Q2 | $1.14M | Sell |
20,347
-1,388
| -6% | -$72K | 0.19% | 49 |
|
|
2016
Q1 | $1.18M | Buy |
21,735
+746
| +4% | +$37.3K | 0.21% | 48 |
|
|
2015
Q4 | $970K | Buy |
20,989
+78
| +0.4% | +$3.54K | 0.17% | 59 |
|
|
2015
Q3 | $910K | Sell |
20,911
-401
| -2% | -$18.5K | 0.19% | 52 |
|
|
2015
Q2 | $993K | Buy |
21,312
+1,528
| +8% | +$74.8K | 0.19% | 52 |
|
|
2015
Q1 | $962K | Buy |
19,784
+774
| +4% | +$37.4K | 0.2% | 49 |
|
|
2014
Q4 | $889K | Buy |
19,010
+933
| +5% | +$45.6K | 0.19% | 53 |
|
|
2014
Q3 | $904K | Buy |
18,077
+880
| +5% | +$43.7K | 0.21% | 49 |
|
|
2014
Q2 | $841K | Buy |
17,197
+519
| +3% | +$25.1K | 0.19% | 52 |
|
|
2014
Q1 | $793K | Buy |
16,678
+393
| +2% | +$18.6K | 0.19% | 53 |
|
|
2013
Q4 | $800K | Buy |
16,285
+955
| +6% | +$47K | 0.2% | 54 |
|
|
2013
Q3 | $716K | Buy |
15,330
+244
| +2% | +$11.9K | 0.19% | 56 |
|
|
2013
Q2 | $759K | Buy |
+15,086
| New | +$770K | 0.21% | 45 |
|
Other funds holding VZ
