KLI
Kelman-Lazarov Inc’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,781
| Closed | -$204K | – | 87 |
|
|
2021
Q3 | $204K | Buy |
3,781
+80
| +2% | +$4.32K | 0.07% | 80 |
|
|
2021
Q2 | $207K | Hold |
3,701
| – | – | 0.07% | 83 |
|
|
2021
Q1 | $215K | Hold |
3,701
| – | – | 0.08% | 82 |
|
|
2020
Q4 | $217K | Buy |
3,701
+50
| +1% | +$2.93K | 0.08% | 74 |
|
|
2020
Q3 | $217K | Hold |
3,651
| – | – | 0.1% | 69 |
|
|
2020
Q2 | $201K | Buy |
+3,651
| New | +$201K | 0.09% | 74 |
|
|
2020
Q1 | – | Sell |
-4,651
| Closed | -$286K | – | 96 |
|
|
2019
Q4 | $286K | Hold |
4,651
| – | – | 0.13% | 78 |
|
|
2019
Q3 | $281K | Buy |
+4,651
| New | +$281K | 0.14% | 79 |
|
|
2017
Q1 | – | Sell |
-1,572
| Closed | -$83.9K | – | 257 |
|
|
2016
Q4 | $83.9K | Hold |
1,572
| – | – | 0.05% | 145 |
|
|
2016
Q3 | $80.6K | Hold |
1,572
| – | – | 0.05% | 152 |
|
|
2016
Q2 | $88.4K | Hold |
1,572
| – | – | 0.05% | 150 |
|
|
2016
Q1 | $85K | Buy |
+1,572
| New | +$85K | 0.05% | 156 |
|