Winthrop Partners - WNY’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $4.02M | Buy |
66,584
+4,747
| +8% | +$287K | 2.72% | 4 |
|
|
2019
Q2 | $3.53M | Buy |
61,837
+1,355
| +2% | +$77.4K | 2.65% | 6 |
|
|
2019
Q1 | $3.57M | Buy |
60,482
+5,788
| +11% | +$342K | 2.79% | 6 |
|
|
2018
Q4 | $3.07M | Buy |
54,694
+872
| +2% | +$49K | 2.87% | 7 |
|
|
2018
Q3 | $2.87M | Buy |
53,822
+3,745
| +7% | +$200K | 2.32% | 7 |
|
|
2018
Q2 | $2.52M | Buy |
50,077
+1,905
| +4% | +$95.8K | 2.1% | 7 |
|
|
2018
Q1 | $2.26M | Buy |
48,172
+102
| +0.2% | +$4.79K | 1.74% | 14 |
|
|
2017
Q4 | $2.36M | Buy |
+48,070
| New | +$2.36M | 1.92% | 14 |
|