Domani Wealth’s Verizon VZ Stock Holding History

Domani Wealth’s Portfolio VZ Stock Details VZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-7,957	Closed	-$313K	–	122
2022 Q4	$313K	Sell	7,957 -816	-9%	-$32.1K	0.08%	96
2022 Q3	$333K	Buy	8,773 +342	+4%	+$13K	0.1%	82
2022 Q2	$428K	Sell	8,431 -714	-8%	-$36.2K	0.12%	74
2022 Q1	$466K	Buy	9,145 +197	+2%	+$10K	0.1%	82
2021 Q4	$465K	Buy	8,948 +576	+7%	+$29.9K	0.09%	80
2021 Q3	$452K	Sell	8,372 -166	-2%	-$8.96K	0.09%	74
2021 Q2	$478K	Sell	8,538 -999	-10%	-$55.9K	0.1%	74
2021 Q1	$555K	Buy	9,537 +612	+7%	+$35.6K	0.11%	68
2020 Q4	$524K	Sell	8,925 -720	-7%	-$42.3K	0.11%	66
2020 Q3	$574K	Buy	9,645 +1,328	+16%	+$79K	0.13%	67
2020 Q2	$459K	Sell	8,317 -1,729	-17%	-$95.4K	0.11%	76
2020 Q1	$540K	Buy	10,046 +2,567	+34%	+$138K	0.14%	66
2019 Q4	$459K	Sell	7,479 -38	-0.5%	-$2.33K	0.15%	67
2019 Q3	$454K	Buy	7,517 +558	+8%	+$33.7K	0.16%	64
2019 Q2	$398K	Buy	6,959 +35	+0.5%	+$2K	0.15%	67
2019 Q1	$409K	Buy	6,924 +30	+0.4%	+$1.77K	0.16%	69
2018 Q4	$388K	Sell	6,894 -137	-2%	-$7.71K	0.18%	64
2018 Q3	$375K	Sell	7,031 -1,445	-17%	-$77.1K	0.16%	67
2018 Q2	$426K	Buy	8,476 +2,531	+43%	+$127K	0.2%	65
2018 Q1	$284K	Sell	5,945 -17	-0.3%	-$812	0.12%	82
2017 Q4	$316K	Sell	5,962 -104	-2%	-$5.51K	0.14%	77
2017 Q3	$300K	Buy	+6,066	New	+$300K	0.13%	78
2017 Q2	–	Sell	-4,247	Closed	-$207K	–	100
2017 Q1	$207K	Sell	4,247 -831	-16%	-$40.5K	0.08%	96
2016 Q4	$271K	Sell	5,078 -2,097	-29%	-$112K	0.11%	80
2016 Q3	$373K	Buy	7,175 +1,260	+21%	+$65.5K	0.14%	78
2016 Q2	$330K	Sell	5,915 -4,470	-43%	-$249K	0.13%	81
2016 Q1	$565K	Buy	10,385 +1,164	+13%	+$63.3K	0.21%	71
2015 Q4	$426K	Buy	9,221 +961	+12%	+$44.4K	0.17%	77
2015 Q3	$359K	Buy	8,260 +441	+6%	+$19.2K	0.19%	64
2015 Q2	$364K	Buy	7,819 +7,412	+1,821%	+$345K	0.2%	64
2015 Q1	$8.36K	Buy	+407	New	+$8.36K	0.13%	53