LWM
Lyons Wealth Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-16,075
| Closed | -$904K | – | 34 |
|
|
2018
Q4 | $904K | Buy |
16,075
+420
| +3% | +$23.6K | 2.95% | 6 |
|
|
2018
Q3 | $837K | Buy |
15,655
+9,287
| +146% | +$497K | 1.66% | 24 |
|
|
2018
Q2 | $318K | Sell |
6,368
-1,038
| -14% | -$51.8K | 0.46% | 35 |
|
|
2018
Q1 | $354K | Sell |
7,406
-679
| -8% | -$32.5K | 0.54% | 36 |
|
|
2017
Q4 | $427K | Sell |
8,085
-1,469
| -15% | -$77.6K | 0.7% | 34 |
|
|
2017
Q3 | $461K | Sell |
9,554
-1,898
| -17% | -$91.6K | 0.69% | 33 |
|
|
2017
Q2 | $512K | Buy |
11,452
+1,345
| +13% | +$60.1K | 0.72% | 36 |
|
|
2017
Q1 | $493K | Sell |
10,107
-11,670
| -54% | -$569K | 0.52% | 33 |
|
|
2016
Q4 | $1.16M | Buy |
21,777
+171
| +0.8% | +$9.14K | 1.59% | 8 |
|
|
2016
Q3 | $1.12M | Sell |
21,606
-1,162
| -5% | -$60.3K | 1.55% | 7 |
|
|
2016
Q2 | $1.27M | Buy |
22,768
+15,539
| +215% | +$867K | 1.92% | 7 |
|
|
2016
Q1 | $391K | Sell |
7,229
-518
| -7% | -$28K | 0.56% | 33 |
|
|
2015
Q4 | $358K | Buy |
7,747
+518
| +7% | +$23.9K | 0.46% | 36 |
|
|
2015
Q3 | $314K | Sell |
7,229
-400
| -5% | -$17.4K | 0.4% | 37 |
|
|
2015
Q2 | $357K | Sell |
7,629
-600
| -7% | -$28.1K | 0.41% | 41 |
|
|
2015
Q1 | $398K | Hold |
8,229
| – | – | 0.43% | 39 |
|
|
2014
Q4 | $385K | Sell |
8,229
-200
| -2% | -$9.36K | 0.4% | 39 |
|
|
2014
Q3 | $421K | Sell |
8,429
-4,733
| -36% | -$236K | 0.45% | 43 |
|
|
2014
Q2 | $646K | Buy |
13,162
+4,733
| +56% | +$232K | 0.58% | 43 |
|
|
2014
Q1 | $401K | Hold |
8,429
| – | – | 0.35% | 43 |
|
|
2013
Q4 | $415K | Sell |
8,429
-4,893
| -37% | -$241K | 0.39% | 39 |
|
|
2013
Q3 | $623K | Buy |
13,322
+300
| +2% | +$14K | 0.56% | 13 |
|
|
2013
Q2 | $653K | Buy |
+13,022
| New | +$653K | 0.66% | 14 |
|