WESPAC Advisors SoCal’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-83,971
| Closed | -$4.58M | – | 84 |
|
|
2020
Q2 | $4.58M | Buy |
83,971
+1,600
| +2% | +$87.2K | 2.12% | 23 |
|
|
2020
Q1 | $4.82M | Buy |
82,371
+4,373
| +6% | +$256K | 2.67% | 21 |
|
|
2019
Q4 | $4.79M | Sell |
77,998
-475
| -0.6% | -$29.2K | 2.27% | 23 |
|
|
2019
Q3 | $4.74M | Buy |
78,473
+1,009
| +1% | +$60.9K | 2.34% | 24 |
|
|
2019
Q2 | $4.43M | Buy |
77,464
+2,883
| +4% | +$165K | 2.36% | 22 |
|
|
2019
Q1 | $4.41M | Buy |
74,581
+73,350
| +5,959% | +$4.34M | 2.44% | 21 |
|
|
2018
Q4 | $69K | Sell |
1,231
-1,000
| -45% | -$56.1K | 0.04% | 112 |
|
|
2018
Q3 | $90K | Buy |
+2,231
| New | +$90K | 0.05% | 110 |
|
|
2018
Q2 | – | Sell |
-797
| Closed | -$38K | – | 250 |
|
|
2018
Q1 | $38K | Hold |
797
| – | – | 0.02% | 121 |
|
|
2017
Q4 | $42K | Hold |
797
| – | – | 0.02% | 122 |
|
|
2017
Q3 | $39K | Hold |
797
| – | – | 0.02% | 133 |
|
|
2017
Q2 | $35K | Sell |
797
-240
| -23% | -$10.5K | 0.02% | 128 |
|
|
2017
Q1 | $50.6K | Sell |
1,037
-1
| -0.1% | -$49 | 0.03% | 118 |
|
|
2016
Q4 | $55.4K | Hold |
1,038
| – | – | 0.04% | 115 |
|
|
2016
Q3 | $54K | Buy |
1,038
+1
| +0.1% | +$52 | 0.04% | 111 |
|
|
2016
Q2 | $58K | Sell |
1,037
-386
| -27% | -$21.6K | 0.04% | 115 |
|
|
2016
Q1 | $77K | Buy |
1,423
+351
| +33% | +$19K | 0.06% | 100 |
|
|
2015
Q4 | $49K | Buy |
+1,072
| New | +$49K | 0.03% | 125 |
|