Lucia Wealth Services’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $75K | Sell |
1,264
-380
| -23% | -$22.5K | 0.02% | 151 |
|
|
2020
Q2 | $91K | Buy |
1,644
+92
| +6% | +$5.09K | 0.02% | 144 |
|
|
2020
Q1 | $83K | Buy |
1,552
+580
| +60% | +$31K | 0.03% | 153 |
|
|
2019
Q4 | $60K | Buy |
972
+28
| +3% | +$1.73K | 0.02% | 149 |
|
|
2019
Q3 | $57K | Buy |
944
+100
| +12% | +$6.04K | 0.02% | 132 |
|
|
2019
Q2 | $48K | Sell |
844
-615
| -42% | -$35K | 0.02% | 147 |
|
|
2019
Q1 | $86K | Buy |
1,459
+826
| +130% | +$48.7K | 0.03% | 144 |
|
|
2018
Q4 | $36K | Sell |
633
-1,279
| -67% | -$72.7K | 0.02% | 149 |
|
|
2018
Q3 | $102K | Buy |
1,912
+98
| +5% | +$5.23K | 0.03% | 160 |
|
|
2018
Q2 | $91K | Buy |
1,814
+398
| +28% | +$20K | 0.04% | 144 |
|
|
2018
Q1 | $68K | Buy |
+1,416
| New | +$68K | 0.02% | 138 |
|