Great Point Wealth Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-9,482
| Closed | -$360K | – | 67 |
|
|
2022
Q3 | $360K | Sell |
9,482
-7
| -0.1% | -$266 | 0.13% | 49 |
|
|
2022
Q2 | $482K | Sell |
9,489
-12
| -0.1% | -$610 | 0.17% | 46 |
|
|
2022
Q1 | $484K | Sell |
9,501
-10
| -0.1% | -$509 | 0.15% | 36 |
|
|
2021
Q4 | $494K | Sell |
9,511
-13
| -0.1% | -$675 | 0.15% | 37 |
|
|
2021
Q3 | $514K | Sell |
9,524
-10
| -0.1% | -$540 | 0.18% | 34 |
|
|
2021
Q2 | $534K | Sell |
9,534
-8
| -0.1% | -$448 | 0.19% | 35 |
|
|
2021
Q1 | $555K | Sell |
9,542
-3
| -0% | -$174 | 0.21% | 32 |
|
|
2020
Q4 | $560K | Sell |
9,545
-2
| -0% | -$117 | 0.24% | 33 |
|
|
2020
Q3 | $526K | Hold |
9,547
| – | – | 0.27% | 30 |
|
|
2020
Q2 | $526K | Sell |
9,547
-41
| -0.4% | -$2.26K | 0.27% | 30 |
|
|
2020
Q1 | $515K | Buy |
9,588
+4,409
| +85% | +$237K | 0.43% | 29 |
|
|
2019
Q4 | $317K | Hold |
5,179
| – | – | 0.2% | 36 |
|
|
2019
Q3 | $312K | Sell |
5,179
-46
| -0.9% | -$2.77K | 0.21% | 34 |
|
|
2019
Q2 | $298K | Hold |
5,225
| – | – | 0.24% | 36 |
|
|
2019
Q1 | $308K | Sell |
5,225
-1,122
| -18% | -$66.1K | 0.26% | 34 |
|
|
2018
Q4 | $356K | Buy |
+6,347
| New | +$356K | 0.34% | 31 |
|