Insight Wealth Strategies’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-37,876
| Closed | -$2.2M | – | 237 |
|
|
2021
Q1 | $2.2M | Buy |
37,876
+18,884
| +99% | +$1.1M | 0.3% | 48 |
|
|
2020
Q4 | $1.12M | Buy |
18,992
+643
| +4% | +$37.8K | 0.19% | 68 |
|
|
2020
Q3 | $1.09M | Buy |
18,349
+1,601
| +10% | +$95.3K | 0.2% | 55 |
|
|
2020
Q2 | $923K | Buy |
16,748
+342
| +2% | +$18.8K | 0.21% | 52 |
|
|
2020
Q1 | $881K | Sell |
16,406
-7,978
| -33% | -$428K | 0.23% | 41 |
|
|
2019
Q4 | $1.5M | Buy |
24,384
+2,645
| +12% | +$162K | 0.32% | 61 |
|
|
2019
Q3 | $1.31M | Buy |
21,739
+3,829
| +21% | +$231K | 0.31% | 60 |
|
|
2019
Q2 | $1.02M | Buy |
17,910
+1,281
| +8% | +$73.2K | 0.25% | 64 |
|
|
2019
Q1 | $983K | Buy |
16,629
+946
| +6% | +$55.9K | 0.27% | 64 |
|
|
2018
Q4 | $882K | Buy |
+15,683
| New | +$882K | 0.27% | 57 |
|