BAM
Baldrige Asset Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $13K | Buy |
347
+4
| +1% | +$150 | 0.01% | 247 |
|
|
2022
Q4 | $13K | Buy |
343
+5
| +1% | +$190 | 0.01% | 241 |
|
|
2022
Q3 | $13K | Buy |
338
+3
| +0.9% | +$115 | 0.01% | 235 |
|
|
2022
Q2 | $17K | Buy |
335
+4
| +1% | +$203 | 0.01% | 226 |
|
|
2022
Q1 | $17K | Sell |
331
-97
| -23% | -$4.98K | 0.01% | 238 |
|
|
2021
Q4 | $22K | Sell |
428
-169
| -28% | -$8.69K | 0.01% | 229 |
|
|
2021
Q3 | $32K | Sell |
597
-67
| -10% | -$3.59K | 0.01% | 196 |
|
|
2021
Q2 | $37K | Buy |
+664
| New | +$37K | 0.02% | 186 |
|