Aries Wealth Management’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 |
-4,498
| Closed | -$228K | – | 191 |
|
|
2022
Q2 | $228K | Buy |
+4,498
| New | +$228K | 0.1% | 156 |
|
|
2022
Q1 | – | Sell |
-4,498
| Closed | -$234K | – | 229 |
|
|
2021
Q4 | $234K | Hold |
4,498
| – | – | 0.09% | 163 |
|
|
2021
Q3 | $243K | Sell |
4,498
-244
| -5% | -$13.2K | 0.1% | 158 |
|
|
2021
Q2 | $266K | Hold |
4,742
| – | – | 0.11% | 148 |
|
|
2021
Q1 | $274K | Sell |
4,742
-1,270
| -21% | -$73.4K | 0.12% | 143 |
|
|
2020
Q4 | $347K | Sell |
6,012
-455
| -7% | -$26.3K | 0.17% | 111 |
|
|
2020
Q3 | $385K | Hold |
6,467
| – | – | 0.22% | 99 |
|
|
2020
Q2 | $357K | Buy |
6,467
+85
| +1% | +$4.69K | 0.22% | 96 |
|
|
2020
Q1 | $353K | Sell |
6,382
-300
| -4% | -$16.6K | 0.27% | 85 |
|
|
2019
Q4 | $403K | Hold |
6,682
| – | – | 0.25% | 96 |
|
|
2019
Q3 | $400K | Buy |
6,682
+120
| +2% | +$7.18K | 0.27% | 91 |
|
|
2019
Q2 | $383K | Hold |
6,562
| – | – | 0.27% | 94 |
|
|
2019
Q1 | $388K | Buy |
6,562
+875
| +15% | +$51.7K | 0.29% | 83 |
|
|
2018
Q4 | $320K | Hold |
5,687
| – | – | 0.34% | 78 |
|
|
2018
Q3 | $304K | Hold |
5,687
| – | – | 0.27% | 92 |
|
|
2018
Q2 | $294K | Hold |
5,687
| – | – | 0.27% | 89 |
|
|
2018
Q1 | $275K | Sell |
5,687
-671
| -11% | -$32.4K | 0.27% | 95 |
|
|
2017
Q4 | $330K | Buy |
+6,358
| New | +$330K | 0.3% | 87 |
|