Engrave Wealth Partners’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-3,618
| Closed | -$203K | – | 80 |
|
|
2021
Q2 | $203K | Buy |
+3,618
| New | +$203K | 0.06% | 77 |
|
|
2020
Q3 | – | Sell |
-2,517
| Closed | -$138K | – | 422 |
|
|
2020
Q2 | $138K | Buy |
2,517
+4
| +0.2% | +$219 | 0.12% | 62 |
|
|
2020
Q1 | $135K | Buy |
2,513
+5
| +0.2% | +$269 | 0.16% | 49 |
|
|
2019
Q4 | $154K | Buy |
+2,508
| New | +$154K | 0.15% | 56 |
|