Sun Life Financial’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-6,435
| Closed | -$374K | – | 474 |
|
|
2021
Q1 | $374K | Buy |
6,435
+707
| +12% | +$39.9K | 0.03% | 79 |
|
|
2020
Q4 | $337K | Sell |
5,728
-5,649
| -50% | -$336K | 0.04% | 75 |
|
|
2020
Q3 | $677K | Sell |
11,377
-2,332
| -17% | -$135K | 0.11% | 57 |
|
|
2020
Q2 | $756K | Buy |
13,709
+28
| +0.2% | +$1.57K | 0.15% | 49 |
|
|
2020
Q1 | $735K | Sell |
13,681
-472
| -3% | -$27K | 0.19% | 32 |
|
|
2019
Q4 | $869K | Sell |
14,153
-7,529
| -35% | -$454K | 0.23% | 36 |
|
|
2019
Q3 | $1.31M | Buy |
21,682
+9,300
| +75% | +$536K | 0.34% | 34 |
|
|
2019
Q2 | $707K | Sell |
12,382
-13,740
| -53% | -$792K | 0.18% | 54 |
|
|
2019
Q1 | $1.54M | Sell |
26,122
-13,637
| -34% | -$772K | 0.34% | 41 |
|
|
2018
Q4 | $2.23M | Sell |
39,759
-5,208
| -12% | -$296K | 0.47% | 18 |
|
|
2018
Q3 | $2.4M | Buy |
44,967
+176
| +0.4% | +$9.32K | 0.44% | 27 |
|
|
2018
Q2 | $2.25M | Buy |
44,791
+42,290
| +1,691% | +$2.05M | 0.32% | 30 |
|
|
2018
Q1 | $52.3K | Sell |
2,501
-48,455
| -95% | -$2.44M | 0.47% | 39 |
|
|
2017
Q4 | $2.7M | Buy |
50,956
+8,870
| +21% | +$436K | 0.28% | 28 |
|
|
2017
Q3 | $2.08M | Buy |
42,086
+7,405
| +21% | +$348K | 0.21% | 40 |
|
|
2017
Q2 | $1.55M | Buy |
34,681
+34,348
| +10,315% | +$1.6M | 0.17% | 53 |
|
|
2017
Q1 | $6.83K | Buy |
333
+12
| +4% | +$602 | 0.02% | 70 |
|
|
2016
Q4 | $6.01K | Sell |
321
-5,213
| -94% | -$261K | 0.07% | 41 |
|
|
2016
Q3 | $288K | Sell |
5,534
-4,478
| -45% | -$240K | 0.04% | 48 |
|
|
2016
Q2 | $559K | Sell |
10,012
-7,181
| -42% | -$372K | 0.07% | 71 |
|
|
2016
Q1 | $53.6K | Sell |
17,193
-4,919
| -22% | -$246K | 0.1% | 37 |
|
|
2015
Q4 | $1.02M | Sell |
22,112
-7,163
| -24% | -$325K | 0.14% | 65 |
|
|
2015
Q3 | $1.27M | Sell |
29,275
-16,152
| -36% | -$745K | 0.27% | 57 |
|
|
2015
Q2 | $2.12M | Hold |
45,427
| – | – | 0.23% | 62 |
|
|
2015
Q1 | $2.21M | Sell |
45,427
-9,877
| -18% | -$477K | 0.23% | 60 |
|
|
2014
Q4 | $2.59M | Sell |
55,304
-7,757
| -12% | -$380K | 0.27% | 58 |
|
|
2014
Q3 | $3.15M | Sell |
63,061
-12,151
| -16% | -$604K | 0.33% | 51 |
|
|
2014
Q2 | $3.68M | Sell |
75,212
-7,465
| -9% | -$362K | 0.38% | 49 |
|
|
2014
Q1 | $3.93M | Sell |
82,677
-34,566
| -29% | -$1.63M | 0.39% | 56 |
|
|
2013
Q4 | $5.76M | Sell |
117,243
-34,810
| -23% | -$1.71M | 0.51% | 54 |
|
|
2013
Q3 | $7.09M | Sell |
152,053
-8,896
| -6% | -$434K | 0.64% | 39 |
|
|
2013
Q2 | $8.1M | Buy |
+160,949
| New | +$8.21M | 0.68% | 35 |
|
Other funds holding VZ
