New England Professional Planning Group’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 |
-3,620
| Closed | -$202K | – | 53 |
|
|
2021
Q2 | $202K | Sell |
3,620
-1,094
| -23% | -$61K | 0.12% | 48 |
|
|
2021
Q1 | $280K | Sell |
4,714
-312
| -6% | -$18.5K | 0.17% | 34 |
|
|
2020
Q4 | $295K | Buy |
5,026
+86
| +2% | +$5.05K | 0.21% | 25 |
|
|
2020
Q3 | $289K | Sell |
4,940
-1,613
| -25% | -$94.4K | 0.23% | 23 |
|
|
2020
Q2 | $386K | Sell |
6,553
-657
| -9% | -$38.7K | 0.3% | 24 |
|
|
2020
Q1 | $406K | Sell |
7,210
-752
| -9% | -$42.3K | 0.38% | 21 |
|
|
2019
Q4 | $492K | Buy |
+7,962
| New | +$492K | 0.39% | 23 |
|
|
2018
Q3 | $473K | Buy |
8,845
+1,313
| +17% | +$70.2K | 0.54% | 21 |
|
|
2018
Q2 | $379K | Sell |
7,532
-3,162
| -30% | -$159K | 0.49% | 24 |
|
|
2018
Q1 | $528K | Buy |
10,694
+824
| +8% | +$40.7K | 0.7% | 14 |
|
|
2017
Q4 | $518K | Buy |
+9,870
| New | +$518K | 0.63% | 14 |
|
|
2016
Q2 | $586K | Buy |
10,654
+436
| +4% | +$24K | 0.66% | 20 |
|
|
2016
Q1 | $553K | Buy |
10,218
+407
| +4% | +$22K | 0.55% | 19 |
|
|
2015
Q4 | $453K | Buy |
9,811
+789
| +9% | +$36.4K | 0.51% | 21 |
|
|
2015
Q3 | $408K | Sell |
9,022
-902
| -9% | -$40.8K | 0.46% | 22 |
|
|
2015
Q2 | $463K | Buy |
9,924
+471
| +5% | +$22K | 0.61% | 19 |
|
|
2015
Q1 | $475K | Buy |
9,453
+598
| +7% | +$30K | 0.64% | 15 |
|
|
2014
Q4 | $406K | Buy |
+8,855
| New | +$406K | 0.6% | 20 |
|