GWAG
Garrett Wealth Advisory Group’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,633
| Closed | -$200K | – | 51 |
|
|
2020
Q2 | $200K | Buy |
+3,633
| New | +$200K | 0.16% | 49 |
|
|
2020
Q1 | – | Sell |
-3,774
| Closed | -$231K | – | 49 |
|
|
2019
Q4 | $231K | Buy |
3,774
+179
| +5% | +$11K | 0.17% | 47 |
|
|
2019
Q3 | $217K | Buy |
+3,595
| New | +$217K | 0.15% | 50 |
|
|
2019
Q2 | – | Sell |
-3,509
| Closed | -$208K | – | 54 |
|
|
2019
Q1 | $208K | Buy |
+3,509
| New | +$208K | 0.17% | 50 |
|