Legacy Bridge’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
-11,094
Closed -$563K 291
2022
Q2
$563K Sell
11,094
-515
-4% -$26.1K 0.42% 93
2022
Q1
$591K Hold
11,609
0.35% 107
2021
Q4
$603K Hold
11,609
0.31% 108
2021
Q3
$627K Sell
11,609
-385
-3% -$20.8K 0.36% 102
2021
Q2
$672K Sell
11,994
-1,278
-10% -$71.6K 0.38% 101
2021
Q1
$772K Buy
13,272
+2,215
+20% +$129K 0.5% 78
2020
Q4
$650K Buy
11,057
+3,325
+43% +$195K 0.47% 80
2020
Q3
$460K Buy
7,732
+400
+5% +$23.8K 0.42% 83
2020
Q2
$404K Sell
7,332
-740
-9% -$40.8K 0.44% 82
2020
Q1
$434K Buy
8,072
+890
+12% +$47.9K 0.55% 64
2019
Q4
$441K Buy
7,182
+1,340
+23% +$82.3K 0.37% 96
2019
Q3
$353K Buy
5,842
+160
+3% +$9.67K 0.34% 102
2019
Q2
$325K Hold
5,682
0.31% 102
2019
Q1
$336K Buy
5,682
+340
+6% +$20.1K 0.35% 99
2018
Q4
$300K Buy
+5,342
New +$300K 0.37% 93