Avitas 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
Q4 | – | Sell |
-24,088
| Closed | -$915K | – | 206 |
|
|
2022
Q3 | $915K | Buy |
+24,088
| New | +$915K | 0.21% | 115 |
|
|
2021
Q3 | – | Sell |
-47,849
| Closed | -$2.68M | – | 212 |
|
|
2021
Q2 | $2.68M | Buy |
47,849
+12,166
| +34% | +$682K | 0.48% | 79 |
|
|
2021
Q1 | $2.08M | Buy |
35,683
+8,055
| +29% | +$468K | 0.41% | 92 |
|
|
2020
Q4 | $1.62M | Buy |
27,628
+873
| +3% | +$51.3K | 0.33% | 117 |
|
|
2020
Q3 | $1.59M | Buy |
+26,755
| New | +$1.59M | 0.44% | 91 |
|
|
2019
Q1 | – | Sell |
-69,334
| Closed | -$3.9M | – | 172 |
|
|
2018
Q4 | $3.9M | Buy |
69,334
+21,407
| +45% | +$1.2M | 1.28% | 18 |
|
|
2018
Q3 | $2.56M | Buy |
47,927
+1,842
| +4% | +$98.4K | 0.73% | 63 |
|
|
2018
Q2 | $2.32M | Buy |
+46,085
| New | +$2.32M | 0.72% | 65 |
|