Keebeck Wealth Management’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 |
-4,871
| Closed | -$247K | – | 244 |
|
|
2022
Q2 | $247K | Sell |
4,871
-762
| -14% | -$38.6K | 0.05% | 207 |
|
|
2022
Q1 | $287K | Hold |
5,633
| – | – | 0.05% | 202 |
|
|
2021
Q4 | $293K | Sell |
5,633
-78
| -1% | -$4.06K | 0.05% | 189 |
|
|
2021
Q3 | $308K | Sell |
5,711
-1,037
| -15% | -$55.9K | 0.06% | 174 |
|
|
2021
Q2 | $378K | Sell |
6,748
-812
| -11% | -$45.5K | 0.05% | 190 |
|
|
2021
Q1 | $440K | Sell |
7,560
-999
| -12% | -$58.1K | 0.07% | 172 |
|
|
2020
Q4 | $503K | Buy |
8,559
+2,703
| +46% | +$159K | 0.09% | 152 |
|
|
2020
Q3 | $348K | Buy |
5,856
+1,837
| +46% | +$109K | 0.07% | 149 |
|
|
2020
Q2 | $221K | Buy |
4,019
+175
| +5% | +$9.62K | 0.07% | 153 |
|
|
2020
Q1 | $206K | Sell |
3,844
-422
| -10% | -$22.6K | 0.09% | 137 |
|
|
2019
Q4 | $261K | Buy |
+4,266
| New | +$261K | 0.08% | 129 |
|