New England Private Wealth Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-14,831
| Closed | -$895K | – | 161 |
|
|
2019
Q3 | $895K | Buy |
14,831
+334
| +2% | +$20.2K | 0.22% | 62 |
|
|
2019
Q2 | $825K | Sell |
14,497
-283
| -2% | -$16.1K | 0.2% | 70 |
|
|
2019
Q1 | $874K | Buy |
14,780
+6
| +0% | +$355 | 0.23% | 60 |
|
|
2018
Q4 | $829K | Sell |
14,774
-740
| -5% | -$41.5K | 0.24% | 59 |
|
|
2018
Q3 | $829K | Buy |
15,514
+264
| +2% | +$14.1K | 0.22% | 62 |
|
|
2018
Q2 | $769K | Sell |
15,250
-4,925
| -24% | -$248K | 0.22% | 63 |
|
|
2018
Q1 | $969K | Buy |
20,175
+891
| +5% | +$42.8K | 0.27% | 58 |
|
|
2017
Q4 | $1.02M | Sell |
19,284
-626
| -3% | -$33.1K | 0.29% | 57 |
|
|
2017
Q3 | $982K | Sell |
19,910
-4,079
| -17% | -$201K | 0.29% | 54 |
|
|
2017
Q2 | $1.07M | Sell |
23,989
-6,010
| -20% | -$269K | 0.33% | 50 |
|
|
2017
Q1 | $1.48M | Buy |
29,999
+548
| +2% | +$27K | 0.47% | 42 |
|
|
2016
Q4 | $1.57M | Buy |
29,451
+956
| +3% | +$51.1K | 0.55% | 38 |
|
|
2016
Q3 | $1.48M | Sell |
28,495
-255
| -0.9% | -$13.3K | 0.53% | 43 |
|
|
2016
Q2 | $1.61M | Buy |
28,750
+145
| +0.5% | +$8.1K | 0.61% | 37 |
|
|
2016
Q1 | $1.55M | Buy |
28,605
+123
| +0.4% | +$6.66K | 0.64% | 36 |
|
|
2015
Q4 | $1.31M | Buy |
28,482
+14
| +0% | +$646 | 0.52% | 42 |
|
|
2015
Q3 | $1.24M | Sell |
28,468
-2,374
| -8% | -$103K | 0.53% | 41 |
|
|
2015
Q2 | $1.42M | Sell |
30,842
-850
| -3% | -$39K | 0.54% | 39 |
|
|
2015
Q1 | $1.52M | Buy |
31,692
+5,722
| +22% | +$274K | 0.59% | 36 |
|
|
2014
Q4 | $1.22M | Buy |
25,970
+1,398
| +6% | +$65.6K | 0.48% | 42 |
|
|
2014
Q3 | $1.23M | Buy |
24,572
+1,921
| +8% | +$95.9K | 0.49% | 41 |
|
|
2014
Q2 | $1.11M | Sell |
22,651
-1,269
| -5% | -$62.1K | 0.45% | 43 |
|
|
2014
Q1 | $1.14M | Buy |
23,920
+930
| +4% | +$44.3K | 0.48% | 41 |
|
|
2013
Q4 | $1.13M | Buy |
22,990
+1,628
| +8% | +$80K | 0.51% | 40 |
|
|
2013
Q3 | $997K | Buy |
21,362
+11,393
| +114% | +$532K | 0.52% | 37 |
|
|
2013
Q2 | $504K | Buy |
+9,969
| New | +$504K | 0.32% | 42 |
|