Paradigm Financial Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $212K | Hold |
4,076
| – | – | 0.05% | 199 |
|
|
2021
Q3 | $220K | Sell |
4,076
-400
| -9% | -$21.6K | 0.05% | 196 |
|
|
2021
Q2 | $251K | Sell |
4,476
-196
| -4% | -$11K | 0.06% | 180 |
|
|
2021
Q1 | $272K | Hold |
4,672
| – | – | 0.07% | 157 |
|
|
2020
Q4 | $274K | Sell |
4,672
-886
| -16% | -$52K | 0.07% | 129 |
|
|
2020
Q3 | $331K | Sell |
5,558
-1,020
| -16% | -$60.7K | 0.09% | 95 |
|
|
2020
Q2 | $363K | Sell |
6,578
-1,368
| -17% | -$75.5K | 0.12% | 85 |
|
|
2020
Q1 | $427K | Sell |
7,946
-1,393
| -15% | -$74.9K | 0.16% | 83 |
|
|
2019
Q4 | $573K | Buy |
9,339
+240
| +3% | +$14.7K | 0.2% | 77 |
|
|
2019
Q3 | $549K | Buy |
9,099
+1,595
| +21% | +$96.2K | 0.21% | 73 |
|
|
2019
Q2 | $429K | Sell |
7,504
-389
| -5% | -$22.2K | 0.16% | 81 |
|
|
2019
Q1 | $467K | Buy |
7,893
+1,593
| +25% | +$94.3K | 0.18% | 72 |
|
|
2018
Q4 | $354K | Sell |
6,300
-1,138
| -15% | -$63.9K | 0.16% | 77 |
|
|
2018
Q3 | $397K | Buy |
7,438
+10
| +0.1% | +$534 | 0.16% | 80 |
|
|
2018
Q2 | $373K | Sell |
7,428
-706
| -9% | -$35.5K | 0.16% | 80 |
|
|
2018
Q1 | $389K | Sell |
8,134
-286
| -3% | -$13.7K | 0.17% | 80 |
|
|
2017
Q4 | $445K | Sell |
8,420
-766
| -8% | -$40.5K | 0.2% | 70 |
|
|
2017
Q3 | $454K | Sell |
9,186
-646
| -7% | -$31.9K | 0.22% | 73 |
|
|
2017
Q2 | $439K | Buy |
9,832
+296
| +3% | +$13.2K | 0.22% | 66 |
|
|
2017
Q1 | $464K | Buy |
9,536
+4
| +0% | +$195 | 0.24% | 66 |
|
|
2016
Q4 | $508K | Buy |
9,532
+1,488
| +18% | +$79.3K | 0.28% | 63 |
|
|
2016
Q3 | $418K | Buy |
8,044
+36
| +0.4% | +$1.87K | 0.25% | 62 |
|
|
2016
Q2 | $447K | Hold |
8,008
| – | – | 0.27% | 59 |
|
|
2016
Q1 | $433K | Sell |
8,008
-20
| -0.2% | -$1.08K | 0.17% | 56 |
|
|
2015
Q4 | $371K | Sell |
8,028
-155
| -2% | -$7.16K | 0.23% | 63 |
|
|
2015
Q3 | $356K | Buy |
8,183
+353
| +5% | +$15.4K | 0.23% | 69 |
|
|
2015
Q2 | $364K | Hold |
7,830
| – | – | 0.27% | 68 |
|
|
2015
Q1 | $380K | Buy |
7,830
+541
| +7% | +$26.3K | 0.29% | 66 |
|
|
2014
Q4 | $340K | Hold |
7,289
| – | – | 0.28% | 67 |
|
|
2014
Q3 | $364K | Buy |
7,289
+404
| +6% | +$20.2K | 0.31% | 62 |
|
|
2014
Q2 | $336K | Buy |
6,885
+2,609
| +61% | +$127K | 0.29% | 65 |
|
|
2014
Q1 | $203K | Hold |
4,276
| – | – | 0.19% | 72 |
|
|
2013
Q4 | $210K | Buy |
+4,276
| New | +$210K | 0.21% | 74 |
|