FP
Fiduciary Planning’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-20,211
| Closed | -$1.09M | – | 66 |
|
|
2021
Q3 | $1.09M | Buy |
20,211
+388
| +2% | +$21K | 0.58% | 23 |
|
|
2021
Q2 | $1.11M | Sell |
19,823
-10,963
| -36% | -$614K | 0.96% | 27 |
|
|
2021
Q1 | $1.79M | Sell |
30,786
-773
| -2% | -$44.9K | 2.7% | 16 |
|
|
2020
Q4 | $1.85M | Buy |
31,559
+2,597
| +9% | +$153K | 2.61% | 10 |
|
|
2020
Q3 | $1.72M | Buy |
+28,962
| New | +$1.72M | 2.84% | 7 |
|
|
2020
Q2 | – | Sell |
-6,210
| Closed | -$334K | – | 50 |
|
|
2020
Q1 | $334K | Sell |
6,210
-819
| -12% | -$44K | 0.63% | 29 |
|
|
2019
Q4 | $427K | Buy |
+7,029
| New | +$427K | 0.39% | 40 |
|