BDF
Black Diamond Financial’s Verizon VZ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-5,134
| Closed | -$231K | – | 156 |
|
2024
Q3 | $231K | Sell |
5,134
-55
| -1% | -$2.47K | 0.04% | 126 |
|
2024
Q2 | $214K | Buy |
+5,189
| New | +$214K | 0.04% | 130 |
|
2022
Q3 | – | Sell |
-6,781
| Closed | -$344K | – | 116 |
|
2022
Q2 | $344K | Sell |
6,781
-2,825
| -29% | -$143K | 0.14% | 75 |
|
2022
Q1 | $489K | Buy |
9,606
+4,708
| +96% | +$240K | 0.15% | 67 |
|
2021
Q4 | $255K | Hold |
4,898
| – | – | 0.09% | 84 |
|
2021
Q3 | $265K | Buy |
4,898
+380
| +8% | +$20.6K | 0.13% | 63 |
|
2021
Q2 | $253K | Hold |
4,518
| – | – | 0.1% | 75 |
|
2021
Q1 | $263K | Sell |
4,518
-400
| -8% | -$23.3K | 0.11% | 71 |
|
2020
Q4 | $289K | Sell |
4,918
-880
| -15% | -$51.7K | 0.13% | 61 |
|
2020
Q3 | $345K | Sell |
5,798
-212
| -4% | -$12.6K | 0.19% | 50 |
|
2020
Q2 | $331K | Sell |
6,010
-1,423
| -19% | -$78.4K | 0.22% | 52 |
|
2020
Q1 | $399K | Buy |
7,433
+3,217
| +76% | +$173K | 0.3% | 43 |
|
2019
Q4 | $259K | Sell |
4,216
-939
| -18% | -$57.7K | 0.19% | 57 |
|
2019
Q3 | $311K | Buy |
+5,155
| New | +$311K | 0.23% | 51 |
|
2019
Q2 | – | Sell |
-3,480
| Closed | -$206K | – | 58 |
|
2019
Q1 | $206K | Sell |
3,480
-1,275
| -27% | -$75.5K | 0.18% | 53 |
|
2018
Q4 | $263K | Buy |
+4,755
| New | +$263K | 0.21% | 54 |
|