Ironwood Financial’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 |
-4,121
| Closed | -$209K | – | 118 |
|
|
2022
Q2 | $209K | Hold |
4,121
| – | – | 0.07% | 113 |
|
|
2022
Q1 | $210K | Buy |
4,121
+79
| +2% | +$4.03K | 0.06% | 119 |
|
|
2021
Q4 | $210K | Sell |
4,042
-60
| -1% | -$3.12K | 0.06% | 120 |
|
|
2021
Q3 | $222K | Buy |
4,102
+582
| +17% | +$31.5K | 0.07% | 113 |
|
|
2021
Q2 | $197K | Sell |
3,520
-60
| -2% | -$3.36K | 0.06% | 114 |
|
|
2021
Q1 | $208K | Hold |
3,580
| – | – | 0.07% | 105 |
|
|
2020
Q4 | $210K | Buy |
3,580
+3,102
| +649% | +$182K | 0.08% | 98 |
|
|
2020
Q3 | $28K | Hold |
478
| – | – | 0.01% | 160 |
|
|
2020
Q2 | $26K | Buy |
478
+118
| +33% | +$6.42K | 0.01% | 161 |
|
|
2020
Q1 | $19K | Sell |
360
-26
| -7% | -$1.37K | 0.01% | 159 |
|
|
2019
Q4 | $24K | Buy |
386
+1
| +0.3% | +$62 | 0.01% | 185 |
|
|
2019
Q3 | $23K | Buy |
385
+1
| +0.3% | +$60 | 0.01% | 188 |
|
|
2019
Q2 | $22K | Hold |
384
| – | – | 0.01% | 195 |
|
|
2019
Q1 | $23K | Hold |
384
| – | – | 0.01% | 180 |
|
|
2018
Q4 | $22K | Buy |
384
+1
| +0.3% | +$57 | 0.01% | 171 |
|
|
2018
Q3 | $20K | Buy |
383
+127
| +50% | +$6.63K | 0.01% | 190 |
|
|
2018
Q2 | $13K | Hold |
256
| – | – | 0.01% | 176 |
|
|
2018
Q1 | $12K | Buy |
256
+1
| +0.4% | +$47 | 0.01% | 162 |
|
|
2017
Q4 | $13K | Buy |
255
+1
| +0.4% | +$51 | 0.01% | 161 |
|
|
2017
Q3 | $13K | Hold |
254
| – | – | 0.01% | 164 |
|
|
2017
Q2 | $11K | Buy |
254
+1
| +0.4% | +$43 | 0.01% | 167 |
|
|
2017
Q1 | $12K | Buy |
253
+55
| +28% | +$2.61K | 0.01% | 161 |
|
|
2016
Q4 | $11K | Hold |
198
| – | – | 0.01% | 164 |
|
|
2016
Q3 | $10K | Hold |
198
| – | – | 0.01% | 167 |
|
|
2016
Q2 | $11K | Hold |
198
| – | – | 0.01% | 164 |
|
|
2016
Q1 | $11K | Buy |
+198
| New | +$11K | 0.01% | 168 |
|
|
2015
Q3 | $9K | Hold |
198
| – | – | ﹤0.01% | 217 |
|
|
2015
Q2 | $9K | Sell |
198
-200
| -50% | -$9.09K | ﹤0.01% | 212 |
|
|
2015
Q1 | $19K | Buy |
398
+200
| +101% | +$9.55K | 0.01% | 167 |
|
|
2014
Q4 | $9K | Buy |
+198
| New | +$9K | 0.01% | 184 |
|