DLG

Daniel L. Goodwin’s Verizon VZ Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$538K	Buy	16,600 +3,700	+29%	+$120K	0.26%	46
2023 Q2	$480K	Sell	12,900 -750	-5%	-$27.9K	0.23%	49
2023 Q1	$531K	Hold	13,650	–	–	0.27%	52
2022 Q4	$538K	Buy	13,650 +3,750	+38%	+$148K	0.27%	47
2022 Q3	$377K	Sell	9,900 -1,600	-14%	-$60.9K	0.22%	53
2022 Q2	$586K	Sell	11,500 -120	-1%	-$6.12K	0.32%	43
2022 Q1	$593K	Sell	11,620 -1,080	-9%	-$55.1K	0.26%	48
2021 Q4	$662K	Buy	12,700 +1,900	+18%	+$99K	0.29%	48
2021 Q3	$583K	Hold	10,800	–	–	0.27%	52
2021 Q2	$608K	Hold	10,800	–	–	0.29%	56
2021 Q1	$628K	Buy	+10,800	New	+$628K	0.33%	53
2020 Q1	–	Sell	-34,450	Closed	-$2.12M	–	99
2019 Q4	$2.12M	Sell	34,450 -250	-0.7%	-$15.4K	0.92%	17
2019 Q3	$2.09M	Hold	34,700	–	–	0.95%	17
2019 Q2	$1.98M	Hold	34,700	–	–	0.91%	15
2019 Q1	$2.05M	Hold	34,700	–	–	0.94%	11
2018 Q4	$1.95M	Hold	34,700	–	–	1.02%	10
2018 Q3	$1.85M	Hold	34,700	–	–	0.88%	11
2018 Q2	$1.75M	Hold	34,700	–	–	0.81%	12
2018 Q1	$1.66M	Hold	34,700	–	–	0.81%	12
2017 Q4	$1.84M	Sell	34,700 -300	-0.9%	-$15.9K	0.8%	13
2017 Q3	$1.73M	Sell	35,000 -3,500	-9%	-$173K	0.77%	14
2017 Q2	$1.72M	Buy	38,500 +21,000	+120%	+$938K	0.78%	15
2017 Q1	$853K	Hold	17,500	–	–	0.36%	35
2016 Q4	$934K	Buy	17,500 +5,000	+40%	+$267K	0.38%	31
2016 Q3	$650K	Hold	12,500	–	–	0.23%	47
2016 Q2	$698K	Hold	12,500	–	–	0.23%	41
2016 Q1	$676K	Hold	12,500	–	–	0.16%	46
2015 Q4	$578K	Buy	+12,500	New	+$578K	0.14%	52