Stevens First Principles Investment Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $84K | Buy |
1,477
+129
| +10% | +$7.34K | 0.05% | 81 |
|
|
2019
Q1 | $80K | Buy |
1,348
+100
| +8% | +$5.94K | 0.05% | 83 |
|
|
2018
Q4 | $70K | Buy |
1,248
+1,100
| +743% | +$61.7K | 0.05% | 80 |
|
|
2018
Q3 | $8K | Hold |
148
| – | – | ﹤0.01% | 135 |
|
|
2018
Q2 | $7K | Buy |
148
+64
| +76% | +$3.03K | ﹤0.01% | 132 |
|
|
2018
Q1 | $4K | Hold |
84
| – | – | ﹤0.01% | 138 |
|
|
2017
Q4 | $4K | Buy |
+84
| New | +$4K | ﹤0.01% | 169 |
|
|
2015
Q3 | – | Sell |
-938
| Closed | -$44K | – | 236 |
|
|
2015
Q2 | $44K | Sell |
938
-1,069
| -53% | -$50.1K | 0.03% | 139 |
|
|
2015
Q1 | $98K | Hold |
2,007
| – | – | 0.06% | 113 |
|
|
2014
Q4 | $94K | Hold |
2,007
| – | – | 0.06% | 108 |
|
|
2014
Q3 | $100K | Hold |
2,007
| – | – | 0.06% | 116 |
|
|
2014
Q2 | $98K | Sell |
2,007
-21
| -1% | -$1.03K | 0.05% | 118 |
|
|
2014
Q1 | $96K | Buy |
2,028
+1,107
| +120% | +$52.4K | 0.06% | 109 |
|
|
2013
Q4 | $45K | Hold |
921
| – | – | 0.03% | 145 |
|
|
2013
Q3 | $43K | Hold |
921
| – | – | 0.03% | 143 |
|
|
2013
Q2 | $46K | Buy |
+921
| New | +$46K | 0.03% | 135 |
|