LWP
Legacy Wealth Planning’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $326K | Sell |
8,597
-491
| -5% | -$18.6K | 0.54% | 48 |
|
|
2022
Q2 | $461K | Buy |
9,088
+425
| +5% | +$21.6K | 0.66% | 37 |
|
|
2022
Q1 | $441K | Sell |
8,663
-96
| -1% | -$4.89K | 0.52% | 42 |
|
|
2021
Q4 | $455K | Sell |
8,759
-925
| -10% | -$48.1K | 0.52% | 41 |
|
|
2021
Q3 | $523K | Buy |
9,684
+10
| +0.1% | +$540 | 0.59% | 38 |
|
|
2021
Q2 | $542K | Sell |
9,674
-267
| -3% | -$15K | 0.62% | 39 |
|
|
2021
Q1 | $578K | Buy |
9,941
+1,242
| +14% | +$72.2K | 0.74% | 35 |
|
|
2020
Q4 | $511K | Sell |
8,699
-28
| -0.3% | -$1.65K | 0.66% | 35 |
|
|
2020
Q3 | $519K | Buy |
8,727
+653
| +8% | +$38.8K | 0.59% | 33 |
|
|
2020
Q2 | $445K | Buy |
8,074
+10
| +0.1% | +$551 | 0.53% | 36 |
|
|
2020
Q1 | $433K | Sell |
8,064
-66
| -0.8% | -$3.54K | 0.69% | 31 |
|
|
2019
Q4 | $499K | Buy |
+8,130
| New | +$499K | 0.57% | 37 |
|