Squar Milner Financial 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 | – | Sell |
-11,116
| Closed | -$613K | – | 194 |
|
|
2020
Q2 | $613K | Buy |
11,116
+2,847
| +34% | +$157K | 0.35% | 78 |
|
|
2020
Q1 | $444K | Buy |
8,269
+6
| +0.1% | +$322 | 0.27% | 81 |
|
|
2019
Q4 | $507K | Sell |
8,263
-3,151
| -28% | -$193K | 0.25% | 84 |
|
|
2019
Q3 | $679K | Buy |
11,414
+5,249
| +85% | +$312K | 0.35% | 75 |
|
|
2019
Q2 | $352K | Buy |
6,165
+2,811
| +84% | +$160K | 0.24% | 96 |
|
|
2019
Q1 | $198K | Buy |
3,354
+253
| +8% | +$14.9K | 0.15% | 168 |
|
|
2018
Q4 | $174K | Buy |
3,101
+117
| +4% | +$6.57K | 0.17% | 152 |
|
|
2018
Q3 | $159K | Sell |
2,984
-2,654
| -47% | -$141K | 0.14% | 186 |
|
|
2018
Q2 | $284K | Buy |
5,638
+47
| +0.8% | +$2.37K | 0.25% | 108 |
|
|
2018
Q1 | $267K | Sell |
5,591
-1,746
| -24% | -$83.4K | 0.34% | 109 |
|
|
2017
Q4 | $397K | Buy |
+7,337
| New | +$397K | 0.48% | 70 |
|