Holistic Financial Partners’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-5,768
| Closed | -$312K | – | 125 |
|
|
2021
Q3 | $312K | Sell |
5,768
-849
| -13% | -$45.9K | 0.19% | 77 |
|
|
2021
Q2 | $371K | Buy |
6,617
+56
| +0.9% | +$3.14K | 0.22% | 64 |
|
|
2021
Q1 | $382K | Buy |
6,561
+271
| +4% | +$15.8K | 0.25% | 57 |
|
|
2020
Q4 | $370K | Buy |
6,290
+417
| +7% | +$24.5K | 0.26% | 56 |
|
|
2020
Q3 | $349K | Sell |
5,873
-85
| -1% | -$5.05K | 0.28% | 47 |
|
|
2020
Q2 | $328K | Sell |
5,958
-845
| -12% | -$46.5K | 0.28% | 42 |
|
|
2020
Q1 | $366K | Sell |
6,803
-287
| -4% | -$15.4K | 0.38% | 37 |
|
|
2019
Q4 | $435K | Buy |
7,090
+553
| +8% | +$33.9K | 0.26% | 48 |
|
|
2019
Q3 | $396K | Buy |
+6,537
| New | +$396K | 0.35% | 40 |
|
|
2018
Q2 | – | Sell |
-972
| Closed | -$46K | – | 366 |
|
|
2018
Q1 | $46K | Buy |
972
+11
| +1% | +$521 | 0.04% | 210 |
|
|
2017
Q4 | $51K | Buy |
+961
| New | +$51K | 0.04% | 201 |
|