Stelac Advisory Services’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-16,025
| Closed | -$596K | – | 159 |
|
|
2023
Q2 | $596K | Sell |
16,025
-1,017
| -6% | -$37.8K | 0.27% | 68 |
|
|
2023
Q1 | $663K | Buy |
17,042
+962
| +6% | +$37.4K | 0.29% | 59 |
|
|
2022
Q4 | $634K | Buy |
16,080
+1,191
| +8% | +$46.9K | 0.29% | 57 |
|
|
2022
Q3 | $565K | Hold |
14,889
| – | – | 0.26% | 59 |
|
|
2022
Q2 | $756K | Buy |
14,889
+9,531
| +178% | +$484K | 0.3% | 50 |
|
|
2022
Q1 | $273K | Sell |
5,358
-7,692
| -59% | -$392K | 0.1% | 80 |
|
|
2021
Q4 | $678K | Buy |
13,050
+81
| +0.6% | +$4.21K | 0.18% | 75 |
|
|
2021
Q3 | $700K | Buy |
12,969
+2,722
| +27% | +$147K | 0.19% | 81 |
|
|
2021
Q2 | $574K | Buy |
10,247
+8,280
| +421% | +$464K | 0.13% | 121 |
|
|
2021
Q1 | $114K | Sell |
1,967
-1,712
| -47% | -$99.2K | 0.04% | 214 |
|
|
2020
Q4 | $216K | Buy |
3,679
+1,632
| +80% | +$95.8K | 0.06% | 170 |
|
|
2020
Q3 | $122K | Buy |
+2,047
| New | +$122K | 0.04% | 163 |
|
|
2019
Q2 | – | Sell |
-2,413
| Closed | -$136K | – | 127 |
|
|
2019
Q1 | $136K | Hold |
2,413
| – | – | 0.07% | 85 |
|
|
2018
Q4 | $136K | Sell |
2,413
-1,417
| -37% | -$79.9K | 0.07% | 78 |
|
|
2018
Q3 | $204K | Buy |
+3,830
| New | +$204K | 0.06% | 79 |
|
|
2018
Q2 | – | Sell |
-2,804
| Closed | -$134K | – | 144 |
|
|
2018
Q1 | $134K | Buy |
2,804
+715
| +34% | +$34.2K | 0.04% | 99 |
|
|
2017
Q4 | $111K | Buy |
+2,089
| New | +$111K | 0.05% | 61 |
|