Regency 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
Q1 | – | Sell |
-7,000
| Closed | -$364K | – | 147 |
|
2021
Q4 | $364K | Sell |
7,000
-6,235
| -47% | -$324K | 0.23% | 52 |
|
2021
Q3 | $715K | Sell |
13,235
-1,765
| -12% | -$95.4K | 0.5% | 41 |
|
2021
Q2 | $840K | Sell |
15,000
-6,550
| -30% | -$367K | 0.63% | 48 |
|
2021
Q1 | $1.25M | Buy |
+21,550
| New | +$1.25M | 1.32% | 32 |
|