Pettinga Financial Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,305
| Closed | -$224K | – | 118 |
|
|
2021
Q4 | $224K | Sell |
4,305
-1,082
| -20% | -$56.3K | 0.05% | 99 |
|
|
2021
Q3 | $291K | Buy |
5,387
+82
| +2% | +$4.43K | 0.07% | 86 |
|
|
2021
Q2 | $297K | Sell |
5,305
-315
| -6% | -$17.6K | 0.08% | 83 |
|
|
2021
Q1 | $327K | Buy |
5,620
+24
| +0.4% | +$1.4K | 0.1% | 75 |
|
|
2020
Q4 | $329K | Sell |
5,596
-707
| -11% | -$41.6K | 0.12% | 67 |
|
|
2020
Q3 | $375K | Sell |
6,303
-397
| -6% | -$23.6K | 0.16% | 58 |
|
|
2020
Q2 | $369K | Buy |
6,700
+36
| +0.5% | +$1.98K | 0.18% | 54 |
|
|
2020
Q1 | $358K | Sell |
6,664
-429
| -6% | -$23K | 0.24% | 53 |
|
|
2019
Q4 | $435K | Sell |
7,093
-14,086
| -67% | -$864K | 0.23% | 55 |
|
|
2019
Q3 | $1.28M | Buy |
21,179
+14,063
| +198% | +$849K | 0.69% | 31 |
|
|
2019
Q2 | $407K | Buy |
7,116
+421
| +6% | +$24.1K | 0.21% | 65 |
|
|
2019
Q1 | $396K | Buy |
6,695
+1,012
| +18% | +$59.9K | 0.21% | 61 |
|
|
2018
Q4 | $319K | Buy |
+5,683
| New | +$319K | 0.21% | 66 |
|