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Bluesphere Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-6,830
| Closed | -$259K | – | 85 |
|
|
2022
Q3 | $259K | Hold |
6,830
| – | – | 0.26% | 60 |
|
|
2022
Q2 | $347K | Sell |
6,830
-450
| -6% | -$22.9K | 0.34% | 52 |
|
|
2022
Q1 | $371K | Hold |
7,280
| – | – | 0.31% | 55 |
|
|
2021
Q4 | $378K | Hold |
7,280
| – | – | 0.31% | 56 |
|
|
2021
Q3 | $393K | Hold |
7,280
| – | – | 0.38% | 46 |
|
|
2021
Q2 | $408K | Sell |
7,280
-300
| -4% | -$16.8K | 0.36% | 47 |
|
|
2021
Q1 | $441K | Buy |
+7,580
| New | +$441K | 0.4% | 50 |
|