Next Capital Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,489
| Closed | -$227K | – | 120 |
|
|
2022
Q2 | $227K | Sell |
4,489
-1,500
| -25% | -$75.9K | 0.16% | 99 |
|
|
2022
Q1 | $305K | Buy |
+5,989
| New | +$305K | 0.21% | 89 |
|
|
2021
Q1 | – | Sell |
-4,071
| Closed | -$239K | – | 120 |
|
|
2020
Q4 | $239K | Buy |
+4,071
| New | +$239K | 0.17% | 93 |
|
|
2020
Q2 | – | Sell |
-2,341
| Closed | -$126K | – | 109 |
|
|
2020
Q1 | $126K | Hold |
2,341
| – | – | 0.1% | 86 |
|
|
2019
Q4 | $144K | Buy |
2,341
+637
| +37% | +$39.2K | 0.1% | 82 |
|
|
2019
Q3 | $103K | Sell |
1,704
-893
| -34% | -$54K | 0.07% | 100 |
|
|
2019
Q2 | $148K | Buy |
2,597
+1,975
| +318% | +$113K | 0.1% | 96 |
|
|
2019
Q1 | $37K | Hold |
622
| – | – | 0.03% | 163 |
|
|
2018
Q4 | $35K | Buy |
+622
| New | +$35K | 0.03% | 148 |
|