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 |
|