KWILP
Kiwi Wealth Investments Limited Partnership’s Verizon VZ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-95,509
| Closed | -$3.55M | – | 190 |
|
2023
Q2 | $3.55M | Buy |
+95,509
| New | +$3.55M | 0.22% | 93 |
|
2021
Q2 | – | Sell |
-31,438
| Closed | -$1.83M | – | 282 |
|
2021
Q1 | $1.83M | Sell |
31,438
-93,180
| -75% | -$5.42M | 0.11% | 161 |
|
2020
Q4 | $7.32M | Buy |
124,618
+15,019
| +14% | +$882K | 0.43% | 64 |
|
2020
Q3 | $6.52M | Sell |
109,599
-124,614
| -53% | -$7.41M | 0.46% | 63 |
|
2020
Q2 | $12.9M | Sell |
234,213
-74,687
| -24% | -$4.12M | 1.05% | 29 |
|
2020
Q1 | $16.6M | Buy |
308,900
+23,272
| +8% | +$1.25M | 1.67% | 12 |
|
2019
Q4 | $17.5M | Sell |
285,628
-1,106
| -0.4% | -$67.9K | 1.29% | 16 |
|
2019
Q3 | $17.3M | Sell |
286,734
-73,809
| -20% | -$4.46M | 1.39% | 15 |
|
2019
Q2 | $20.6M | Buy |
360,543
+65,172
| +22% | +$3.72M | 1.8% | 12 |
|
2019
Q1 | $17.5M | Buy |
295,371
+41,190
| +16% | +$2.44M | 1.59% | 12 |
|
2018
Q4 | $14.3M | Buy |
254,181
+40,313
| +19% | +$2.27M | 1.5% | 15 |
|
2018
Q3 | $11.4M | Buy |
213,868
+63,026
| +42% | +$3.36M | 1.07% | 24 |
|
2018
Q2 | $7.59M | Buy |
+150,842
| New | +$7.59M | 0.72% | 42 |
|
2017
Q4 | – | Sell |
-83,146
| Closed | -$4.12M | – | 174 |
|
2017
Q3 | $4.12M | Sell |
83,146
-21,068
| -20% | -$1.04M | 0.5% | 58 |
|
2017
Q2 | $4.65M | Sell |
104,214
-86,621
| -45% | -$3.87M | 0.43% | 46 |
|
2017
Q1 | $9.3M | Sell |
190,835
-22,517
| -11% | -$1.1M | 0.77% | 25 |
|
2016
Q4 | $11.4M | Sell |
213,352
-93,543
| -30% | -$4.99M | 0.97% | 25 |
|
2016
Q3 | $16M | Buy |
306,895
+51,821
| +20% | +$2.69M | 1.38% | 13 |
|
2016
Q2 | $14.2M | Sell |
255,074
-105,223
| -29% | -$5.88M | 1.39% | 17 |
|
2016
Q1 | $19.5M | Buy |
360,297
+15,745
| +5% | +$851K | 1.99% | 7 |
|
2015
Q4 | $15.9M | Sell |
344,552
-192,322
| -36% | -$8.89M | 1.78% | 16 |
|
2015
Q3 | $23.4M | Sell |
536,874
-172,751
| -24% | -$7.52M | 2.74% | 6 |
|
2015
Q2 | $33.1M | Buy |
709,625
+27,316
| +4% | +$1.27M | 3.53% | 5 |
|
2015
Q1 | $33.2M | Buy |
682,309
+189,187
| +38% | +$9.2M | 3.38% | 6 |
|
2014
Q4 | $23.1M | Buy |
493,122
+58,401
| +13% | +$2.73M | 2.3% | 12 |
|
2014
Q3 | $21.7M | Buy |
+434,721
| New | +$21.7M | 2.04% | 14 |
|