Ballew Advisors’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 |
-4,409
| Closed | -$223K | – | 102 |
|
|
2022
Q2 | $223K | Buy |
4,409
+305
| +7% | +$15.4K | 0.2% | 82 |
|
|
2022
Q1 | $222K | Buy |
4,104
+5
| +0.1% | +$270 | 0.17% | 95 |
|
|
2021
Q4 | $218K | Buy |
4,099
+54
| +1% | +$2.87K | 0.15% | 102 |
|
|
2021
Q3 | $215K | Buy |
4,045
+40
| +1% | +$2.13K | 0.16% | 98 |
|
|
2021
Q2 | $225K | Sell |
4,005
-3,917
| -49% | -$220K | 0.16% | 102 |
|
|
2021
Q1 | $462K | Buy |
7,922
+4,105
| +108% | +$239K | 0.17% | 99 |
|
|
2020
Q4 | $219K | Buy |
3,817
+296
| +8% | +$17K | 0.17% | 98 |
|
|
2020
Q3 | $210K | Buy |
+3,521
| New | +$210K | 0.18% | 84 |
|
|
2020
Q1 | – | Sell |
-3,968
| Closed | -$234K | – | 93 |
|
|
2019
Q4 | $234K | Buy |
3,968
+330
| +9% | +$19.5K | 0.2% | 85 |
|
|
2019
Q3 | $217K | Sell |
3,638
-92
| -2% | -$5.49K | 0.2% | 84 |
|
|
2019
Q2 | $215K | Buy |
3,730
+200
| +6% | +$11.5K | 0.2% | 86 |
|
|
2019
Q1 | $201K | Buy |
+3,530
| New | +$201K | 0.19% | 89 |
|
|
2018
Q4 | – | Sell |
-4,091
| Closed | -$227K | – | 433 |
|
|
2018
Q3 | $227K | Buy |
4,091
+1
| +0% | +$55 | 0.21% | 79 |
|
|
2018
Q2 | $206K | Sell |
4,090
-45
| -1% | -$2.27K | 0.23% | 79 |
|
|
2018
Q1 | $198K | Sell |
4,135
-272
| -6% | -$13K | 0.17% | 93 |
|
|
2017
Q4 | $233K | Buy |
+4,407
| New | +$233K | 0.23% | 87 |
|