LWP
Lumature Wealth Partners’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $635K | Buy |
17,081
+5,180
| +44% | +$193K | 0.38% | 55 |
|
|
2023
Q1 | $463K | Buy |
11,901
+19
| +0.2% | +$739 | 0.26% | 68 |
|
|
2022
Q4 | $468K | Buy |
11,882
+4,187
| +54% | +$165K | 0.26% | 71 |
|
|
2022
Q3 | $292K | Buy |
7,695
+308
| +4% | +$11.7K | 0.16% | 104 |
|
|
2022
Q2 | $375K | Sell |
7,387
-50
| -0.7% | -$2.54K | 0.17% | 98 |
|
|
2022
Q1 | $379K | Buy |
7,437
+203
| +3% | +$10.3K | 0.15% | 105 |
|
|
2021
Q4 | $376K | Buy |
7,234
+267
| +4% | +$13.9K | 0.15% | 114 |
|
|
2021
Q3 | $376K | Buy |
6,967
+805
| +13% | +$43.4K | 0.15% | 103 |
|
|
2021
Q2 | $345K | Buy |
6,162
+410
| +7% | +$23K | 0.14% | 105 |
|
|
2021
Q1 | $334K | Buy |
5,752
+610
| +12% | +$35.4K | 0.18% | 101 |
|
|
2020
Q4 | $302K | Buy |
+5,142
| New | +$302K | 0.29% | 101 |
|