Lake Point 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
Q2 | $10K | Buy |
206
+1
| +0.5% | +$49 | 0.01% | 157 |
|
|
2022
Q1 | $10K | Sell |
205
-100
| -33% | -$4.88K | ﹤0.01% | 168 |
|
|
2021
Q4 | $16K | Hold |
305
| – | – | 0.01% | 135 |
|
|
2021
Q3 | $16K | Sell |
305
-56
| -16% | -$2.94K | 0.01% | 129 |
|
|
2021
Q2 | $20K | Buy |
+361
| New | +$20K | 0.01% | 120 |
|
|
2020
Q1 | $31K | Sell |
574
-168
| -23% | -$9.07K | 0.03% | 67 |
|
|
2019
Q4 | $46K | Buy |
+742
| New | +$46K | 0.02% | 123 |
|
|
2019
Q2 | $54K | Hold |
940
| – | – | 0.02% | 128 |
|
|
2019
Q1 | $54K | Sell |
940
-14,625
| -94% | -$840K | 0.02% | 128 |
|
|
2018
Q4 | $875K | Buy |
+15,565
| New | +$875K | 0.33% | 56 |
|