ERTS Wealth Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,255
| Closed | -$258K | – | 91 |
|
|
2024
Q2 | $258K | Sell |
6,255
-1,593
| -20% | -$65.7K | 0.05% | 81 |
|
|
2024
Q1 | $329K | Sell |
7,848
-1,156
| -13% | -$48.5K | 0.07% | 71 |
|
|
2023
Q4 | $339K | Sell |
9,004
-294
| -3% | -$11.1K | 0.07% | 61 |
|
|
2023
Q3 | $301K | Buy |
9,298
+644
| +7% | +$20.9K | 0.07% | 63 |
|
|
2023
Q2 | $322K | Buy |
8,654
+72
| +0.8% | +$2.68K | 0.08% | 65 |
|
|
2023
Q1 | $334K | Sell |
8,582
-1,054
| -11% | -$41K | 0.08% | 64 |
|
|
2022
Q4 | $380K | Sell |
9,636
-2,556
| -21% | -$101K | 0.1% | 67 |
|
|
2022
Q3 | $463K | Sell |
12,192
-454
| -4% | -$17.2K | 0.13% | 49 |
|
|
2022
Q2 | $642K | Buy |
12,646
+88
| +0.7% | +$4.47K | 0.18% | 40 |
|
|
2022
Q1 | $640K | Sell |
12,558
-206
| -2% | -$10.5K | 0.18% | 40 |
|
|
2021
Q4 | $662K | Buy |
12,764
+228
| +2% | +$11.8K | 0.16% | 40 |
|
|
2021
Q3 | $677K | Hold |
12,536
| – | – | 0.18% | 38 |
|
|
2021
Q2 | $702K | Sell |
12,536
-339
| -3% | -$19K | 0.19% | 40 |
|
|
2021
Q1 | $749K | Buy |
12,875
+64
| +0.5% | +$3.72K | 0.22% | 36 |
|
|
2020
Q4 | $753K | Sell |
12,811
-137
| -1% | -$8.05K | 0.24% | 34 |
|
|
2020
Q3 | $770K | Sell |
12,948
-385
| -3% | -$22.9K | 0.29% | 34 |
|
|
2020
Q2 | $735K | Sell |
13,333
-3,272
| -20% | -$180K | 0.3% | 32 |
|
|
2020
Q1 | $892K | Buy |
16,605
+1,911
| +13% | +$103K | 0.43% | 30 |
|
|
2019
Q4 | $902K | Sell |
14,694
-50
| -0.3% | -$3.07K | 0.41% | 26 |
|
|
2019
Q3 | $890K | Buy |
14,744
+800
| +6% | +$48.3K | 0.45% | 24 |
|
|
2019
Q2 | $797K | Hold |
13,944
| – | – | 0.44% | 33 |
|
|
2019
Q1 | $825K | Buy |
13,944
+1,964
| +16% | +$116K | 0.49% | 28 |
|
|
2018
Q4 | $674K | Buy |
+11,980
| New | +$674K | 0.48% | 33 |
|