GA
Gateway Advisory’s Verizon VZ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-7,483
| Closed | -$278K | – | 115 |
|
2023
Q2 | $278K | Buy |
+7,483
| New | +$278K | 0.06% | 74 |
|
2022
Q4 | – | Sell |
-6,897
| Closed | -$262K | – | 87 |
|
2022
Q3 | $262K | Buy |
6,897
+331
| +5% | +$12.6K | 0.07% | 65 |
|
2022
Q2 | $333K | Sell |
6,566
-97
| -1% | -$4.92K | 0.14% | 44 |
|
2022
Q1 | $339K | Buy |
+6,663
| New | +$339K | 0.09% | 69 |
|
2021
Q4 | – | Sell |
-4,976
| Closed | -$269K | – | 123 |
|
2021
Q3 | $269K | Buy |
+4,976
| New | +$269K | 0.06% | 91 |
|
2019
Q2 | – | Sell |
-13,645
| Closed | -$807K | – | 68 |
|
2019
Q1 | $807K | Sell |
13,645
-1,177
| -8% | -$69.6K | 0.21% | 38 |
|
2018
Q4 | $833K | Buy |
+14,822
| New | +$833K | 0.35% | 29 |
|
2018
Q3 | – | Sell |
-4,450
| Closed | -$224K | – | 77 |
|
2018
Q2 | $224K | Buy |
+4,450
| New | +$224K | 0.06% | 58 |
|
2018
Q1 | – | Sell |
-8,560
| Closed | -$453K | – | 100 |
|
2017
Q4 | $453K | Buy |
+8,560
| New | +$453K | 0.13% | 56 |
|
2017
Q3 | – | Sell |
-9,478
| Closed | -$423K | – | 87 |
|
2017
Q2 | $423K | Sell |
9,478
-307
| -3% | -$13.7K | 0.13% | 55 |
|
2017
Q1 | $479K | Buy |
9,785
+1,603
| +20% | +$78.5K | 0.15% | 53 |
|
2016
Q4 | $437K | Sell |
8,182
-262
| -3% | -$14K | 0.15% | 38 |
|
2016
Q3 | $433K | Buy |
+8,444
| New | +$433K | 0.16% | 36 |
|
2014
Q4 | – | Sell |
-4,044
| Closed | -$202K | – | 39 |
|
2014
Q3 | $202K | Sell |
4,044
-200
| -5% | -$9.99K | 0.09% | 36 |
|
2014
Q2 | $208K | Hold |
4,244
| – | – | 0.1% | 39 |
|
2014
Q1 | $202K | Buy |
4,244
+143
| +3% | +$6.81K | 0.1% | 39 |
|
2013
Q4 | $202K | Buy |
+4,101
| New | +$202K | 0.11% | 39 |
|