Fusion Family Wealth’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-299
| Closed | -$18K | – | 141 |
|
|
2019
Q3 | $18K | Sell |
299
-1,402
| -82% | -$84.4K | ﹤0.01% | 93 |
|
|
2019
Q2 | $97K | Buy |
1,701
+1,522
| +850% | +$86.8K | 0.02% | 62 |
|
|
2019
Q1 | $11K | Sell |
179
-1,623
| -90% | -$99.7K | ﹤0.01% | 106 |
|
|
2018
Q4 | $101K | Buy |
1,802
+93
| +5% | +$5.21K | 0.03% | 89 |
|
|
2018
Q3 | $91K | Hold |
1,709
| – | – | 0.02% | 90 |
|
|
2018
Q2 | $86K | Hold |
1,709
| – | – | 0.02% | 99 |
|
|
2018
Q1 | $82K | Hold |
1,709
| – | – | 0.03% | 88 |
|
|
2017
Q4 | $90K | Buy |
1,709
+286
| +20% | +$15.1K | 0.02% | 103 |
|
|
2017
Q3 | $70K | Buy |
1,423
+691
| +94% | +$34K | 0.02% | 74 |
|
|
2017
Q2 | $33K | Sell |
732
-2,228
| -75% | -$100K | 0.01% | 143 |
|
|
2017
Q1 | $144K | Sell |
2,960
-195
| -6% | -$9.49K | 0.05% | 80 |
|
|
2016
Q4 | $166K | Buy |
+3,155
| New | +$166K | 0.1% | 75 |
|