Vontobel Swiss Wealth Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-6,670
| Closed | -$358K | – | 88 |
|
|
2020
Q1 | $358K | Hold |
6,670
| – | – | 0.27% | 62 |
|
|
2019
Q4 | $410K | Sell |
6,670
-100
| -1% | -$6.15K | 0.27% | 70 |
|
|
2019
Q3 | $409K | Sell |
6,770
-2,655
| -28% | -$160K | 0.26% | 72 |
|
|
2019
Q2 | $538K | Buy |
+9,425
| New | +$538K | 0.29% | 73 |
|
|
2019
Q1 | – | Sell |
-4,675
| Closed | -$263K | – | 83 |
|
|
2018
Q4 | $263K | Buy |
4,675
+100
| +2% | +$5.63K | 0.2% | 61 |
|
|
2018
Q3 | $244K | Hold |
4,575
| – | – | 0.14% | 75 |
|
|
2018
Q2 | $230K | Hold |
4,575
| – | – | 0.13% | 79 |
|
|
2018
Q1 | $219K | Hold |
4,575
| – | – | 0.12% | 80 |
|
|
2017
Q4 | $242K | Sell |
4,575
-224
| -5% | -$11.8K | 0.14% | 74 |
|
|
2017
Q3 | $238K | Buy |
4,799
+224
| +5% | +$11.1K | 0.15% | 65 |
|
|
2017
Q2 | $204K | Hold |
4,575
| – | – | 0.13% | 67 |
|
|
2017
Q1 | $223K | Hold |
4,575
| – | – | 0.12% | 63 |
|
|
2016
Q4 | $244K | Hold |
4,575
| – | – | 0.15% | 62 |
|
|
2016
Q3 | $238K | Hold |
4,575
| – | – | 0.13% | 67 |
|
|
2016
Q2 | $230K | Hold |
4,575
| – | – | 0.14% | 67 |
|
|
2016
Q1 | $247K | Hold |
4,575
| – | – | 0.13% | 63 |
|
|
2015
Q4 | $211K | Buy |
+4,575
| New | +$211K | 0.12% | 54 |
|