Capital Directions Investment Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $9.46K | Buy |
+240
| New | +$9.46K | ﹤0.01% | 208 |
|
|
2022
Q3 | – | Sell |
-320
| Closed | -$16K | – | 191 |
|
|
2022
Q2 | $16K | Sell |
320
-311
| -49% | -$15.6K | 0.01% | 196 |
|
|
2022
Q1 | $32K | Buy |
+631
| New | +$32K | 0.01% | 171 |
|
|
2021
Q4 | – | Sell |
-300
| Closed | -$16K | – | 238 |
|
|
2021
Q3 | $16K | Sell |
300
-164
| -35% | -$8.75K | ﹤0.01% | 218 |
|
|
2021
Q2 | $26K | Buy |
+464
| New | +$26K | 0.01% | 157 |
|
|
2021
Q1 | – | Sell |
-300
| Closed | -$18K | – | 359 |
|
|
2020
Q4 | $18K | Hold |
300
| – | – | 0.01% | 160 |
|
|
2020
Q3 | $18K | Hold |
300
| – | – | 0.01% | 162 |
|
|
2020
Q2 | $17K | Sell |
300
-500
| -63% | -$28.3K | 0.01% | 166 |
|
|
2020
Q1 | $43K | Sell |
800
-796
| -50% | -$42.8K | 0.02% | 118 |
|
|
2019
Q4 | $98K | Hold |
1,596
| – | – | 0.03% | 91 |
|
|
2019
Q3 | $96K | Buy |
+1,596
| New | +$96K | 0.03% | 85 |
|