HGWM
Harvest Group Wealth Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4,081
| Closed | -$240K | – | 710 |
|
|
2020
Q4 | $240K | Sell |
4,081
-492
| -11% | -$28.9K | 0.14% | 37 |
|
|
2020
Q3 | $272K | Buy |
4,573
+2
| +0% | +$119 | 0.19% | 28 |
|
|
2020
Q2 | $252K | Buy |
4,571
+2
| +0% | +$110 | 0.21% | 29 |
|
|
2020
Q1 | $245K | Sell |
4,569
-2,108
| -32% | -$113K | 0.25% | 29 |
|
|
2019
Q4 | $409K | Sell |
6,677
-342
| -5% | -$20.9K | 0.36% | 19 |
|
|
2019
Q3 | $424K | Buy |
7,019
+675
| +11% | +$40.8K | 0.52% | 15 |
|
|
2019
Q2 | $362K | Sell |
6,344
-8,260
| -57% | -$471K | 0.47% | 16 |
|
|
2019
Q1 | $864K | Sell |
14,604
-336
| -2% | -$19.9K | 0.79% | 20 |
|
|
2018
Q4 | $840K | Buy |
14,940
+6,708
| +81% | +$377K | 1.09% | 13 |
|
|
2018
Q3 | $440K | Buy |
8,232
+1,355
| +20% | +$72.4K | 0.31% | 24 |
|
|
2018
Q2 | $346K | Sell |
6,877
-8,370
| -55% | -$421K | 0.24% | 31 |
|
|
2018
Q1 | $729K | Sell |
15,247
-995
| -6% | -$47.6K | 0.49% | 25 |
|
|
2017
Q4 | $860K | Buy |
+16,242
| New | +$860K | 0.52% | 25 |
|