DWA
Dougherty Wealth Advisers’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Hold |
0
| – | – | – | 128 |
|
|
2023
Q4 | – | Sell |
-25
| Closed | -$810 | – | 130 |
|
|
2023
Q3 | $810 | Hold |
25
| – | – | ﹤0.01% | 121 |
|
|
2023
Q2 | $930 | Hold |
25
| – | – | ﹤0.01% | 121 |
|
|
2023
Q1 | $972 | Hold |
25
| – | – | ﹤0.01% | 128 |
|
|
2022
Q4 | $985 | Hold |
25
| – | – | ﹤0.01% | 127 |
|
|
2022
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 134 |
|
|
2022
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 125 |
|
|
2022
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 127 |
|
|
2021
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 136 |
|
|
2021
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 145 |
|
|
2021
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 134 |
|
|
2021
Q1 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 132 |
|
|
2019
Q3 | – | Sell |
-71
| Closed | -$4K | – | 220 |
|
|
2019
Q2 | $4K | Hold |
71
| – | – | 0.01% | 228 |
|
|
2019
Q1 | $4K | Hold |
71
| – | – | 0.01% | 193 |
|
|
2018
Q4 | $4K | Buy |
+71
| New | +$4K | 0.01% | 205 |
|