CWA
Clarus Wealth Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,882
| Closed | -$165K | – | 543 |
|
|
2019
Q2 | $165K | Sell |
2,882
-74
| -3% | -$4.24K | 0.12% | 134 |
|
|
2019
Q1 | $175K | Buy |
2,956
+17
| +0.6% | +$1.01K | 0.13% | 120 |
|
|
2018
Q4 | $165K | Sell |
2,939
-161
| -5% | -$9.04K | 0.26% | 102 |
|
|
2018
Q3 | $166K | Sell |
3,100
-696
| -18% | -$37.3K | 0.11% | 157 |
|
|
2018
Q2 | $182K | Buy |
+3,796
| New | +$182K | 0.14% | 125 |
|
|
2018
Q1 | – | Sell |
-11,676
| Closed | -$618K | – | 150 |
|
|
2017
Q4 | $618K | Buy |
+11,676
| New | +$618K | 0.59% | 24 |
|