Indie Asset Partners’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 |
-5,467
| Closed | -$208K | – | 93 |
|
|
2022
Q3 | $208K | Buy |
5,467
+50
| +0.9% | +$1.9K | 0.21% | 83 |
|
|
2022
Q2 | $275K | Buy |
+5,417
| New | +$275K | 0.24% | 73 |
|
|
2021
Q2 | – | Sell |
-3,761
| Closed | -$219K | – | 132 |
|
|
2021
Q1 | $219K | Sell |
3,761
-445
| -11% | -$25.9K | 0.25% | 106 |
|
|
2020
Q4 | $247K | Sell |
4,206
-401
| -9% | -$23.5K | 0.29% | 87 |
|
|
2020
Q3 | $274K | Sell |
4,607
-1,925
| -29% | -$114K | 0.34% | 71 |
|
|
2020
Q2 | $385K | Sell |
6,532
-1,648
| -20% | -$97.1K | 0.48% | 53 |
|
|
2020
Q1 | $440K | Buy |
8,180
+951
| +13% | +$51.2K | 0.55% | 41 |
|
|
2019
Q4 | $444K | Buy |
+7,229
| New | +$444K | 0.47% | 45 |
|