True North Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,260
| Closed | -$205K | – | 238 |
|
|
2023
Q1 | $205K | Buy |
+5,260
| New | +$205K | 0.06% | 181 |
|
|
2022
Q1 | – | Sell |
-7,010
| Closed | -$364K | – | 243 |
|
|
2021
Q4 | $364K | Sell |
7,010
-7,775
| -53% | -$404K | 0.06% | 182 |
|
|
2021
Q3 | $798K | Buy |
14,785
+1,553
| +12% | +$83.8K | 0.16% | 118 |
|
|
2021
Q2 | $741K | Buy |
13,232
+6,653
| +101% | +$373K | 0.15% | 115 |
|
|
2021
Q1 | $382K | Buy |
6,579
+630
| +11% | +$36.6K | 0.09% | 152 |
|
|
2020
Q4 | $349K | Sell |
5,949
-1,289
| -18% | -$75.6K | 0.09% | 150 |
|
|
2020
Q3 | $430K | Sell |
7,238
-528
| -7% | -$31.4K | 0.13% | 125 |
|
|
2020
Q2 | $428K | Buy |
7,766
+1,050
| +16% | +$57.9K | 0.1% | 127 |
|
|
2020
Q1 | $360K | Buy |
6,716
+84
| +1% | +$4.5K | 0.12% | 83 |
|
|
2019
Q4 | $407K | Buy |
+6,632
| New | +$407K | 0.11% | 74 |
|