Coyle Financial Counsel’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-74,538
| Closed | -$3.79M | – | 62 |
|
2022
Q2 | $3.79M | Buy |
74,538
+37,230
| +100% | +$1.89M | 2.07% | 12 |
|
2022
Q1 | $1.9M | Buy |
37,308
+19,153
| +105% | +$975K | 1.01% | 23 |
|
2021
Q4 | $943K | Sell |
18,155
-791
| -4% | -$41.1K | 0.55% | 37 |
|
2021
Q3 | $1.02M | Sell |
18,946
-13,660
| -42% | -$738K | 0.6% | 37 |
|
2021
Q2 | $1.83M | Sell |
32,606
-500
| -2% | -$28K | 1.1% | 25 |
|
2021
Q1 | $1.93M | Sell |
33,106
-1,755
| -5% | -$102K | 1.33% | 22 |
|
2020
Q4 | $2.05M | Buy |
34,861
+1,425
| +4% | +$83.7K | 1.5% | 21 |
|
2020
Q3 | $1.99M | Sell |
33,436
-579
| -2% | -$34.4K | 1.66% | 16 |
|
2020
Q2 | $1.88M | Buy |
34,015
+3,736
| +12% | +$206K | 1.73% | 16 |
|
2020
Q1 | $1.63M | Buy |
+30,279
| New | +$1.63M | 2.03% | 14 |
|
2018
Q3 | – | Sell |
-266
| Closed | -$13K | – | 300 |
|
2018
Q2 | $13K | Buy |
+266
| New | +$13K | 0.01% | 98 |
|