Destiny Wealth Partners’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,923
| Closed | -$115K | – | 645 |
|
|
2022
Q4 | $115K | Buy |
2,923
+377
| +15% | +$14.9K | 0.02% | 221 |
|
|
2022
Q3 | $97K | Sell |
2,546
-4,006
| -61% | -$153K | 0.02% | 225 |
|
|
2022
Q2 | $333K | Buy |
6,552
+2,281
| +53% | +$116K | 0.07% | 111 |
|
|
2022
Q1 | $218K | Buy |
4,271
+613
| +17% | +$31.3K | 0.04% | 152 |
|
|
2021
Q4 | $190K | Sell |
3,658
-562
| -13% | -$29.2K | 0.04% | 178 |
|
|
2021
Q3 | $228K | Sell |
4,220
-1,538
| -27% | -$83.1K | 0.05% | 157 |
|
|
2021
Q2 | $323K | Buy |
5,758
+1,910
| +50% | +$107K | 0.06% | 154 |
|
|
2021
Q1 | $224K | Sell |
3,848
-4,470
| -54% | -$260K | 0.05% | 156 |
|
|
2020
Q4 | $489K | Buy |
+8,318
| New | +$489K | 0.1% | 102 |
|