MFW
Mosaic Family Wealth’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $459K | Buy |
8,843
+409
| +5% | +$21.2K | 0.12% | 111 |
|
|
2021
Q3 | $456K | Buy |
8,434
+220
| +3% | +$11.9K | 0.13% | 109 |
|
|
2021
Q2 | $460K | Sell |
8,214
-805
| -9% | -$45.1K | 0.13% | 100 |
|
|
2021
Q1 | $524K | Buy |
9,019
+2,269
| +34% | +$132K | 0.15% | 86 |
|
|
2020
Q4 | $396K | Buy |
6,750
+953
| +16% | +$55.9K | 0.13% | 101 |
|
|
2020
Q3 | $345K | Sell |
5,797
-971
| -14% | -$57.8K | 0.13% | 99 |
|
|
2020
Q2 | $373K | Buy |
6,768
+28
| +0.4% | +$1.54K | 0.15% | 86 |
|
|
2020
Q1 | $362K | Buy |
6,740
+13
| +0.2% | +$698 | 0.18% | 78 |
|
|
2019
Q4 | $413K | Sell |
6,727
-974
| -13% | -$59.8K | 0.17% | 92 |
|
|
2019
Q3 | $465K | Buy |
7,701
+127
| +2% | +$7.67K | 0.19% | 86 |
|
|
2019
Q2 | $433K | Sell |
7,574
-272
| -3% | -$15.6K | 0.18% | 89 |
|
|
2019
Q1 | $464K | Buy |
7,846
+11
| +0.1% | +$651 | 0.19% | 80 |
|
|
2018
Q4 | $440K | Sell |
7,835
-55
| -0.7% | -$3.09K | 0.18% | 76 |
|
|
2018
Q3 | $463K | Sell |
7,890
-348
| -4% | -$20.4K | 0.19% | 81 |
|
|
2018
Q2 | $414K | Sell |
8,238
-197
| -2% | -$9.9K | 0.16% | 95 |
|
|
2018
Q1 | $403K | Sell |
8,435
-497
| -6% | -$23.7K | 0.15% | 94 |
|
|
2017
Q4 | $473K | Sell |
8,932
-16,870
| -65% | -$893K | 0.17% | 90 |
|
|
2017
Q3 | $1.28M | Buy |
25,802
+711
| +3% | +$35.2K | 0.5% | 29 |
|
|
2017
Q2 | $1.12M | Sell |
25,091
-1,605
| -6% | -$71.6K | 0.47% | 30 |
|
|
2017
Q1 | $1.3M | Buy |
26,696
+7,129
| +36% | +$348K | 0.56% | 26 |
|
|
2016
Q4 | $1.05M | Buy |
19,567
+477
| +2% | +$25.5K | 0.48% | 35 |
|
|
2016
Q3 | $992K | Buy |
19,090
+5,065
| +36% | +$263K | 0.46% | 34 |
|
|
2016
Q2 | $783K | Sell |
14,025
-3,913
| -22% | -$218K | 0.38% | 48 |
|
|
2016
Q1 | $970K | Sell |
17,938
-1,917
| -10% | -$104K | 0.47% | 35 |
|
|
2015
Q4 | $917K | Buy |
+19,855
| New | +$917K | 0.41% | 41 |
|