1776 Wealth’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,234
| Closed | -$215K | – | 118 |
|
|
2022
Q2 | $215K | Hold |
4,234
| – | – | 0.15% | 109 |
|
|
2022
Q1 | $216K | Buy |
4,234
+236
| +6% | +$12K | 0.12% | 120 |
|
|
2021
Q4 | $208K | Sell |
3,998
-642
| -14% | -$33.4K | 0.11% | 122 |
|
|
2021
Q3 | $251K | Buy |
4,640
+116
| +3% | +$6.28K | 0.14% | 107 |
|
|
2021
Q2 | $253K | Buy |
4,524
+79
| +2% | +$4.42K | 0.14% | 103 |
|
|
2021
Q1 | $258K | Sell |
4,445
-588
| -12% | -$34.1K | 0.16% | 95 |
|
|
2020
Q4 | $296K | Hold |
5,033
| – | – | 0.19% | 87 |
|
|
2020
Q3 | $300K | Hold |
5,033
| – | – | 0.22% | 73 |
|
|
2020
Q2 | $277K | Sell |
5,033
-4,495
| -47% | -$247K | 0.19% | 81 |
|
|
2020
Q1 | $547K | Buy |
9,528
+4,849
| +104% | +$278K | 0.23% | 74 |
|
|
2019
Q4 | $287K | Buy |
+4,679
| New | +$287K | 0.24% | 72 |
|