Inspirion 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
Q3 | – | Sell |
-4,105
| Closed | -$208K | – | 123 |
|
|
2022
Q2 | $208K | Buy |
4,105
+40
| +1% | +$2.03K | 0.05% | 113 |
|
|
2022
Q1 | $207K | Buy |
4,065
+100
| +3% | +$5.09K | 0.04% | 103 |
|
|
2021
Q4 | $206K | Buy |
+3,965
| New | +$206K | 0.04% | 100 |
|
|
2021
Q2 | – | Sell |
-3,463
| Closed | -$201K | – | 91 |
|
|
2021
Q1 | $201K | Buy |
3,463
+30
| +0.9% | +$1.74K | 0.05% | 83 |
|
|
2020
Q4 | $202K | Hold |
3,433
| – | – | 0.06% | 80 |
|
|
2020
Q3 | $204K | Sell |
3,433
-600
| -15% | -$35.7K | 0.07% | 75 |
|
|
2020
Q2 | $222K | Hold |
4,033
| – | – | 0.09% | 72 |
|
|
2020
Q1 | $217K | Hold |
4,033
| – | – | 0.11% | 65 |
|
|
2019
Q4 | $248K | Hold |
4,033
| – | – | 0.08% | 69 |
|
|
2019
Q3 | $243K | Hold |
4,033
| – | – | 0.11% | 67 |
|
|
2019
Q2 | $230K | Hold |
4,033
| – | – | 0.1% | 68 |
|
|
2019
Q1 | $238K | Hold |
4,033
| – | – | 0.11% | 67 |
|
|
2018
Q4 | $227K | Hold |
4,033
| – | – | 0.11% | 63 |
|
|
2018
Q3 | $215K | Sell |
4,033
-386
| -9% | -$20.6K | 0.09% | 73 |
|
|
2018
Q2 | $222K | Buy |
4,419
+5
| +0.1% | +$251 | 0.1% | 69 |
|
|
2018
Q1 | $211K | Sell |
4,414
-196
| -4% | -$9.37K | 0.1% | 69 |
|
|
2017
Q4 | $244K | Sell |
4,610
-1,725
| -27% | -$91.3K | 0.12% | 59 |
|
|
2017
Q3 | $314K | Sell |
6,335
-770
| -11% | -$38.2K | 0.16% | 51 |
|
|
2017
Q2 | $317K | Sell |
7,105
-381
| -5% | -$17K | 0.17% | 48 |
|
|
2017
Q1 | $365K | Buy |
7,486
+486
| +7% | +$23.7K | 0.21% | 47 |
|
|
2016
Q4 | $374K | Buy |
7,000
+173
| +3% | +$9.24K | 0.24% | 40 |
|
|
2016
Q3 | $355K | Buy |
6,827
+12
| +0.2% | +$624 | 0.23% | 44 |
|
|
2016
Q2 | $381K | Buy |
6,815
+13
| +0.2% | +$727 | 0.25% | 44 |
|
|
2016
Q1 | $368K | Buy |
6,802
+279
| +4% | +$15.1K | 0.26% | 42 |
|
|
2015
Q4 | $301K | Buy |
6,523
+287
| +5% | +$13.2K | 0.22% | 43 |
|
|
2015
Q3 | $271K | Buy |
6,236
+4
| +0.1% | +$174 | 0.21% | 45 |
|
|
2015
Q2 | $290K | Sell |
6,232
-257
| -4% | -$12K | 0.21% | 43 |
|
|
2015
Q1 | $316K | Buy |
6,489
+257
| +4% | +$12.5K | 0.25% | 41 |
|
|
2014
Q4 | $292K | Buy |
+6,232
| New | +$292K | 0.27% | 43 |
|