DRS
Deane Retirement Strategies’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-35,796
| Closed | -$1.36M | – | 78 |
|
|
2022
Q3 | $1.36M | Buy |
35,796
+1,516
| +4% | +$57.6K | 0.83% | 34 |
|
|
2022
Q2 | $1.77M | Sell |
34,280
-394
| -1% | -$20.3K | 1.1% | 28 |
|
|
2022
Q1 | $1.81M | Sell |
34,674
-51
| -0.1% | -$2.66K | 1% | 33 |
|
|
2021
Q4 | $1.81M | Buy |
+34,725
| New | +$1.81M | 0.95% | 30 |
|
|
2020
Q4 | – | Sell |
-30,049
| Closed | -$1.79M | – | 81 |
|
|
2020
Q3 | $1.79M | Sell |
30,049
-24
| -0.1% | -$1.43K | 1.21% | 19 |
|
|
2020
Q2 | $1.66M | Sell |
30,073
-183
| -0.6% | -$10.1K | 1.21% | 24 |
|
|
2020
Q1 | $1.63M | Buy |
+30,256
| New | +$1.63M | 1.2% | 19 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 60 |
|
|
2019
Q2 | – | Sell |
-58,107
| Closed | -$3.44M | – | 55 |
|
|
2019
Q1 | $3.44M | Buy |
58,107
+696
| +1% | +$41.2K | 3% | 10 |
|
|
2018
Q4 | $3.23M | Buy |
+57,411
| New | +$3.23M | 2.94% | 8 |
|
|
2017
Q3 | – | Sell |
-553
| Closed | -$25K | – | 74 |
|
|
2017
Q2 | $25K | Buy |
+553
| New | +$25K | 0.02% | 61 |
|
|
2016
Q3 | – | Sell |
-80,190
| Closed | -$4.48M | – | 58 |
|
|
2016
Q2 | $4.48M | Sell |
80,190
-1,472
| -2% | -$82.2K | 4.1% | 5 |
|
|
2016
Q1 | $4.42M | Sell |
81,662
-2,401
| -3% | -$130K | 4.13% | 4 |
|
|
2015
Q4 | $3.89M | Buy |
84,063
+9,393
| +13% | +$434K | 3.94% | 4 |
|
|
2015
Q3 | $3.25M | Buy |
74,670
+2,731
| +4% | +$119K | 3.17% | 5 |
|
|
2015
Q2 | $22K | Sell |
71,939
-106,345
| -60% | -$32.5K | 0.02% | 32 |
|
|
2015
Q1 | $3.08M | Buy |
178,284
+139,954
| +365% | +$2.42M | 2.96% | 6 |
|
|
2014
Q4 | $1.79M | Buy |
+38,330
| New | +$1.79M | 1.72% | 17 |
|