Wolf Group Capital Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-38,837
| Closed | -$2.28M | – | 105 |
|
|
2020
Q4 | $2.28M | Buy |
38,837
+88
| +0.2% | +$5.17K | 1.41% | 20 |
|
|
2020
Q3 | $2.31M | Sell |
38,749
-14,129
| -27% | -$840K | 1.6% | 18 |
|
|
2020
Q2 | $2.92M | Sell |
52,878
-243
| -0.5% | -$13.4K | 2.17% | 13 |
|
|
2020
Q1 | $2.85M | Buy |
53,121
+607
| +1% | +$32.6K | 2.38% | 12 |
|
|
2019
Q4 | $3.22M | Buy |
52,514
+1,097
| +2% | +$67.3K | 2.12% | 17 |
|
|
2019
Q3 | $3.1M | Buy |
51,417
+817
| +2% | +$49.3K | 2.14% | 16 |
|
|
2019
Q2 | $2.89M | Sell |
50,600
-2,095
| -4% | -$120K | 2% | 19 |
|
|
2019
Q1 | $3.12M | Buy |
52,695
+165
| +0.3% | +$9.76K | 2.14% | 14 |
|
|
2018
Q4 | $2.95M | Sell |
52,530
-58
| -0.1% | -$3.26K | 2.2% | 13 |
|
|
2018
Q3 | $2.81M | Sell |
52,588
-681
| -1% | -$36.4K | 1.83% | 14 |
|
|
2018
Q2 | $2.68M | Buy |
53,269
+1,241
| +2% | +$62.4K | 1.75% | 17 |
|
|
2018
Q1 | $2.49M | Buy |
52,028
+2,105
| +4% | +$101K | 1.65% | 20 |
|
|
2017
Q4 | $2.64M | Buy |
49,923
+2,186
| +5% | +$116K | 1.64% | 15 |
|
|
2017
Q3 | $2.3M | Sell |
47,737
-5,710
| -11% | -$275K | 1.59% | 18 |
|
|
2017
Q2 | $2.39M | Sell |
53,447
-5,283
| -9% | -$236K | 1.84% | 20 |
|
|
2017
Q1 | $2.86M | Buy |
58,730
+2,622
| +5% | +$128K | 1.88% | 17 |
|
|
2016
Q4 | $3M | Buy |
56,108
+8,460
| +18% | +$452K | 2.01% | 13 |
|
|
2016
Q3 | $2.48M | Buy |
47,648
+7,164
| +18% | +$372K | 1.73% | 19 |
|
|
2016
Q2 | $2.26M | Buy |
40,484
+5,513
| +16% | +$308K | 1.67% | 24 |
|
|
2016
Q1 | $1.89M | Buy |
34,971
+10,510
| +43% | +$568K | 1.42% | 32 |
|
|
2015
Q4 | $1.13M | Buy |
+24,461
| New | +$1.13M | 0.84% | 49 |
|