Fortis Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,057
| Closed | -$80K | – | 260 |
|
|
2023
Q1 | $80K | Hold |
2,057
| – | – | 0.05% | 139 |
|
|
2022
Q4 | $81K | Hold |
2,057
| – | – | 0.06% | 132 |
|
|
2022
Q3 | $78K | Hold |
2,057
| – | – | 0.06% | 135 |
|
|
2022
Q2 | $104K | Hold |
2,057
| – | – | 0.07% | 122 |
|
|
2022
Q1 | $105K | Buy |
+2,057
| New | +$105K | 0.06% | 155 |
|
|
2019
Q4 | – | Sell |
-3,500
| Closed | -$211K | – | 333 |
|
|
2019
Q3 | $211K | Hold |
3,500
| – | – | 0.1% | 123 |
|
|
2019
Q2 | $200K | Buy |
+3,500
| New | +$200K | 0.1% | 118 |
|
|
2018
Q3 | – | Sell |
-150
| Closed | -$8K | – | 328 |
|
|
2018
Q2 | $8K | Sell |
150
-411
| -73% | -$21.9K | ﹤0.01% | 279 |
|
|
2018
Q1 | $27K | Buy |
561
+411
| +274% | +$19.8K | 0.01% | 197 |
|
|
2017
Q4 | $8K | Buy |
150
+140
| +1,400% | +$7.47K | ﹤0.01% | 242 |
|
|
2017
Q3 | $0 | Buy |
+10
| New | – | ﹤0.01% | 288 |
|