Monument Capital 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 |
-5,273
| Closed | -$268K | – | 165 |
|
|
2022
Q2 | $268K | Sell |
5,273
-522
| -9% | -$26.5K | 0.1% | 127 |
|
|
2022
Q1 | $295K | Buy |
+5,795
| New | +$295K | 0.1% | 116 |
|
|
2021
Q4 | – | Sell |
-6,298
| Closed | -$340K | – | 159 |
|
|
2021
Q3 | $340K | Buy |
6,298
+564
| +10% | +$30.4K | 0.12% | 118 |
|
|
2021
Q2 | $321K | Buy |
+5,734
| New | +$321K | 0.11% | 113 |
|
|
2018
Q4 | – | Sell |
-1,700
| Closed | -$91K | – | 304 |
|
|
2018
Q3 | $91K | Buy |
1,700
+1,500
| +750% | +$80.3K | 0.05% | 107 |
|
|
2018
Q2 | $10K | Hold |
200
| – | – | 0.01% | 122 |
|
|
2018
Q1 | $9K | Hold |
200
| – | – | 0.01% | 118 |
|
|
2017
Q4 | $10K | Buy |
+200
| New | +$10K | 0.01% | 105 |
|