Shine Investment Advisory Services’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $11K | Sell |
190
-450
| -70% | -$26.1K | ﹤0.01% | 539 |
|
|
2020
Q2 | $35K | Hold |
640
| – | – | 0.01% | 363 |
|
|
2020
Q1 | $34K | Buy |
640
+140
| +28% | +$7.44K | 0.02% | 334 |
|
|
2019
Q4 | $31K | Hold |
500
| – | – | 0.01% | 420 |
|
|
2019
Q3 | $30K | Hold |
500
| – | – | 0.01% | 403 |
|
|
2019
Q2 | $29K | Buy |
+500
| New | +$29K | 0.01% | 411 |
|
|
2018
Q3 | – | Sell |
-1,029
| Closed | -$52K | – | 669 |
|
|
2018
Q2 | $52K | Hold |
1,029
| – | – | 0.03% | 306 |
|
|
2018
Q1 | $49K | Hold |
1,029
| – | – | 0.03% | 303 |
|
|
2017
Q4 | $54K | Sell |
1,029
-1,676
| -62% | -$88K | 0.03% | 295 |
|
|
2017
Q3 | $134K | Buy |
2,705
+1,775
| +191% | +$87.9K | 0.07% | 131 |
|
|
2017
Q2 | $42K | Buy |
+930
| New | +$42K | 0.02% | 312 |
|