BT 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
Q2 | $322K | Buy |
6,354
+183
| +3% | +$9.27K | 0.09% | 51 |
|
|
2022
Q1 | $314K | Buy |
6,171
+171
| +3% | +$8.7K | 0.08% | 51 |
|
|
2021
Q4 | $312K | Hold |
6,000
| – | – | 0.08% | 50 |
|
|
2021
Q3 | $324K | Sell |
6,000
-6,000
| -50% | -$324K | 0.1% | 40 |
|
|
2021
Q2 | $672K | Hold |
12,000
| – | – | 0.2% | 28 |
|
|
2021
Q1 | $698K | Buy |
+12,000
| New | +$698K | 0.23% | 28 |
|
|
2020
Q1 | – | Sell |
-4,894
| Closed | -$301K | – | 74 |
|
|
2019
Q4 | $301K | Buy |
4,894
+1
| +0% | +$62 | 0.15% | 47 |
|
|
2019
Q3 | $295K | Hold |
4,893
| – | – | 0.16% | 41 |
|
|
2019
Q2 | $270K | Buy |
4,893
+3
| +0.1% | +$166 | 0.16% | 42 |
|
|
2019
Q1 | $289K | Sell |
4,890
-3,114
| -39% | -$184K | 0.17% | 43 |
|
|
2018
Q4 | $432K | Buy |
+8,004
| New | +$432K | 0.19% | 57 |
|