KWA
KCS Wealth Advisory’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.76M | Sell |
85,176
-2,782
| -3% | -$90.2K | 1.18% | 25 |
|
|
2023
Q2 | $3.27M | Buy |
87,958
+3,623
| +4% | +$135K | 1.13% | 23 |
|
|
2023
Q1 | $3.28M | Buy |
84,335
+1,556
| +2% | +$60.5K | 1.24% | 19 |
|
|
2022
Q4 | $3.26M | Buy |
82,779
+6,746
| +9% | +$266K | 1.36% | 12 |
|
|
2022
Q3 | $2.89M | Buy |
76,033
+11,480
| +18% | +$436K | 1.33% | 14 |
|
|
2022
Q2 | $3.28M | Buy |
64,553
+523
| +0.8% | +$26.5K | 1.46% | 13 |
|
|
2022
Q1 | $3.26M | Buy |
64,030
+4,230
| +7% | +$215K | 1.51% | 14 |
|
|
2021
Q4 | $3.11M | Buy |
59,800
+11,097
| +23% | +$577K | 1.25% | 18 |
|
|
2021
Q3 | $2.63M | Buy |
48,703
+4,819
| +11% | +$260K | 1.24% | 20 |
|
|
2021
Q2 | $2.46M | Buy |
43,884
+7,619
| +21% | +$427K | 1.16% | 19 |
|
|
2021
Q1 | $2.11M | Buy |
36,265
+26,445
| +269% | +$1.54M | 1.09% | 20 |
|
|
2020
Q4 | $577K | Sell |
9,820
-61
| -0.6% | -$3.58K | 0.38% | 89 |
|
|
2020
Q3 | $588K | Sell |
9,881
-166
| -2% | -$9.88K | 0.47% | 80 |
|
|
2020
Q2 | $554K | Buy |
10,047
+10
| +0.1% | +$551 | 0.46% | 81 |
|
|
2020
Q1 | $539K | Sell |
10,037
-266
| -3% | -$14.3K | 0.55% | 72 |
|
|
2019
Q4 | $633K | Sell |
10,303
-101
| -1% | -$6.21K | 0.47% | 89 |
|
|
2019
Q3 | $628K | Buy |
10,404
+161
| +2% | +$9.72K | 0.43% | 86 |
|
|
2019
Q2 | $585K | Buy |
10,243
+69
| +0.7% | +$3.94K | 0.46% | 86 |
|
|
2019
Q1 | $602K | Sell |
10,174
-150
| -1% | -$8.88K | 0.52% | 90 |
|
|
2018
Q4 | $580K | Sell |
10,324
-278
| -3% | -$15.6K | 0.61% | 76 |
|
|
2018
Q3 | $566K | Buy |
+10,602
| New | +$566K | 0.53% | 88 |
|