MA Private Wealth’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,815
| Closed | -$206K | – | 92 |
|
|
2021
Q3 | $206K | Buy |
3,815
+1
| +0% | +$54 | 0.04% | 86 |
|
|
2021
Q2 | $214K | Sell |
3,814
-111
| -3% | -$6.23K | 0.04% | 88 |
|
|
2021
Q1 | $228K | Buy |
+3,925
| New | +$228K | 0.05% | 86 |
|
|
2020
Q4 | – | Sell |
-4,300
| Closed | -$256K | – | 84 |
|
|
2020
Q3 | $256K | Hold |
4,300
| – | – | 0.06% | 73 |
|
|
2020
Q2 | $237K | Hold |
4,300
| – | – | 0.06% | 76 |
|
|
2020
Q1 | $231K | Sell |
4,300
-83
| -2% | -$4.46K | 0.07% | 76 |
|
|
2019
Q4 | $269K | Buy |
4,383
+511
| +13% | +$31.4K | 0.08% | 60 |
|
|
2019
Q3 | $234K | Sell |
3,872
-919
| -19% | -$55.5K | 0.07% | 78 |
|
|
2019
Q2 | $274K | Buy |
4,791
+5
| +0.1% | +$286 | 0.08% | 73 |
|
|
2019
Q1 | $283K | Sell |
4,786
-402
| -8% | -$23.8K | 0.09% | 77 |
|
|
2018
Q4 | $292K | Buy |
+5,188
| New | +$292K | 0.11% | 78 |
|