DJYG
David J. Yvars Group’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,750
| Closed | -$219K | – | 86 |
|
|
2023
Q3 | $219K | Sell |
6,750
-3,892
| -37% | -$126K | 0.18% | 63 |
|
|
2023
Q2 | $396K | Sell |
10,642
-200
| -2% | -$7.44K | 0.33% | 40 |
|
|
2023
Q1 | $422K | Hold |
10,842
| – | – | 0.38% | 43 |
|
|
2022
Q4 | $427K | Buy |
10,842
+706
| +7% | +$27.8K | 0.54% | 32 |
|
|
2022
Q3 | $385K | Hold |
10,136
| – | – | 0.43% | 37 |
|
|
2022
Q2 | $523K | Sell |
10,136
-6
| -0.1% | -$310 | 0.71% | 24 |
|
|
2022
Q1 | $517K | Hold |
10,142
| – | – | 0.36% | 37 |
|
|
2021
Q4 | $527K | Buy |
10,142
+220
| +2% | +$11.4K | 0.33% | 40 |
|
|
2021
Q3 | $539K | Sell |
9,922
-1,076
| -10% | -$58.5K | 0.31% | 46 |
|
|
2021
Q2 | $616K | Hold |
10,998
| – | – | 0.35% | 44 |
|
|
2021
Q1 | $640K | Sell |
10,998
-571
| -5% | -$33.2K | 0.41% | 39 |
|
|
2020
Q4 | $680K | Buy |
+11,569
| New | +$680K | 0.46% | 32 |
|