Elmwood Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,820
| Closed | -$147K | – | 331 |
|
|
2021
Q4 | $147K | Buy |
+2,820
| New | +$147K | 0.07% | 130 |
|
|
2021
Q2 | $123K | Buy |
2,189
+119
| +6% | +$6.69K | 0.06% | 129 |
|
|
2021
Q1 | $120K | Buy |
+2,070
| New | +$120K | 0.07% | 125 |
|
|
2020
Q3 | $116K | Hold |
2,106
| – | – | 0.09% | 104 |
|
|
2020
Q2 | $116K | Sell |
2,106
-944
| -31% | -$52K | 0.09% | 104 |
|
|
2020
Q1 | $146K | Buy |
+3,050
| New | +$146K | 0.14% | 97 |
|
|
2019
Q4 | – | Sell |
-1,950
| Closed | -$118K | – | 246 |
|
|
2019
Q3 | $118K | Hold |
1,950
| – | – | 0.12% | 92 |
|
|
2019
Q2 | $111K | Sell |
1,950
-289
| -13% | -$16.5K | 0.1% | 103 |
|
|
2019
Q1 | $132K | Hold |
2,239
| – | – | 0.12% | 93 |
|
|
2018
Q4 | $126K | Sell |
2,239
-811
| -27% | -$45.6K | 0.12% | 98 |
|
|
2018
Q3 | $163K | Hold |
3,050
| – | – | 0.14% | 98 |
|
|
2018
Q2 | $153K | Hold |
3,050
| – | – | 0.14% | 99 |
|
|
2018
Q1 | $146K | Buy |
+3,050
| New | +$146K | 0.14% | 97 |
|