Marotta Asset Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,366
| Closed | -$329K | – | 113 |
|
|
2022
Q2 | $329K | Buy |
6,366
+205
| +3% | +$10.6K | 0.08% | 83 |
|
|
2022
Q1 | $314K | Buy |
6,161
+108
| +2% | +$5.5K | 0.07% | 90 |
|
|
2021
Q4 | $315K | Sell |
6,053
-86
| -1% | -$4.47K | 0.07% | 83 |
|
|
2021
Q3 | $332K | Hold |
6,139
| – | – | 0.08% | 77 |
|
|
2021
Q2 | $346K | Buy |
6,139
+95
| +2% | +$5.35K | 0.08% | 76 |
|
|
2021
Q1 | $352K | Sell |
6,044
-87
| -1% | -$5.07K | 0.09% | 71 |
|
|
2020
Q4 | $360K | Sell |
6,131
-107
| -2% | -$6.29K | 0.1% | 59 |
|
|
2020
Q3 | $371K | Sell |
6,238
-120
| -2% | -$7.14K | 0.11% | 58 |
|
|
2020
Q2 | $351K | Sell |
6,358
-621
| -9% | -$34.2K | 0.11% | 62 |
|
|
2020
Q1 | $369K | Sell |
6,979
-261
| -4% | -$13.8K | 0.14% | 58 |
|
|
2019
Q4 | $420K | Buy |
+7,240
| New | +$420K | 0.13% | 62 |
|