AWS
AJ Wealth Strategies’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-5,030
| Closed | -$269K | – | 112 |
|
|
2018
Q3 | $269K | Hold |
5,030
| – | – | 0.05% | 84 |
|
|
2018
Q2 | $253K | Buy |
5,030
+30
| +0.6% | +$1.51K | 0.05% | 83 |
|
|
2018
Q1 | $239K | Hold |
5,000
| – | – | 0.06% | 79 |
|
|
2017
Q4 | $265K | Hold |
5,000
| – | – | 0.07% | 77 |
|
|
2017
Q3 | $247K | Sell |
5,000
-1,342
| -21% | -$66.3K | 0.08% | 69 |
|
|
2017
Q2 | $283K | Buy |
6,342
+333
| +6% | +$14.9K | 0.11% | 60 |
|
|
2017
Q1 | $293K | Buy |
6,009
+811
| +16% | +$39.5K | 0.13% | 61 |
|
|
2016
Q4 | $277K | Buy |
+5,198
| New | +$277K | 0.14% | 60 |
|