Wellesley Investment Partners’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.13M | Sell |
18,933
-1,462
| -7% | -$86.9K | 0.38% | 24 |
|
|
2020
Q2 | $1.12M | Sell |
20,395
-2,444
| -11% | -$135K | 0.4% | 24 |
|
|
2020
Q1 | $1.23M | Sell |
22,839
-2,409
| -10% | -$129K | 0.49% | 20 |
|
|
2019
Q4 | $1.55M | Buy |
25,248
+299
| +1% | +$18.4K | 0.48% | 19 |
|
|
2019
Q3 | $1.51M | Buy |
24,949
+1,622
| +7% | +$97.9K | 0.49% | 20 |
|
|
2019
Q2 | $1.33M | Sell |
23,327
-3,983
| -15% | -$227K | 0.46% | 22 |
|
|
2019
Q1 | $1.61M | Sell |
27,310
-1,924
| -7% | -$114K | 0.55% | 19 |
|
|
2018
Q4 | $1.64M | Sell |
29,234
-1,496
| -5% | -$84.1K | 0.58% | 20 |
|
|
2018
Q3 | $1.64M | Buy |
30,730
+716
| +2% | +$38.2K | 0.53% | 24 |
|
|
2018
Q2 | $1.51M | Buy |
30,014
+2,071
| +7% | +$104K | 0.52% | 28 |
|
|
2018
Q1 | $1.34M | Buy |
27,943
+1,189
| +4% | +$56.8K | 0.48% | 29 |
|
|
2017
Q4 | $1.42M | Buy |
26,754
+2,513
| +10% | +$133K | 0.54% | 26 |
|
|
2017
Q3 | $1.2M | Sell |
24,241
-783
| -3% | -$38.7K | 0.49% | 27 |
|
|
2017
Q2 | $1.12M | Buy |
25,024
+1,018
| +4% | +$45.4K | 0.47% | 31 |
|
|
2017
Q1 | $1.17M | Buy |
24,006
+1,656
| +7% | +$80.7K | 0.52% | 25 |
|
|
2016
Q4 | $1.19M | Buy |
22,350
+1,594
| +8% | +$85.1K | 0.58% | 21 |
|
|
2016
Q3 | $1.08M | Buy |
20,756
+599
| +3% | +$31.1K | 0.56% | 22 |
|
|
2016
Q2 | $1.13M | Buy |
20,157
+868
| +4% | +$48.4K | 0.61% | 19 |
|
|
2016
Q1 | $1.04M | Buy |
19,289
+352
| +2% | +$19K | 0.62% | 21 |
|
|
2015
Q4 | $875K | Buy |
+18,937
| New | +$875K | 0.6% | 22 |
|