Dynasty Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-11,016
| Closed | -$588K | – | 105 |
|
|
2018
Q3 | $588K | Buy |
11,016
+6,940
| +170% | +$370K | 0.76% | 29 |
|
|
2018
Q2 | $205K | Buy |
+4,076
| New | +$205K | 0.42% | 64 |
|
|
2018
Q1 | – | Sell |
-5,522
| Closed | -$292K | – | 97 |
|
|
2017
Q4 | $292K | Buy |
+5,522
| New | +$292K | 0.5% | 62 |
|