Newport Wealth Strategies’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $530K | Sell |
9,811
-959
| -9% | -$51.8K | 0.32% | 58 |
|
|
2021
Q2 | $603K | Buy |
10,770
+351
| +3% | +$19.7K | 0.35% | 54 |
|
|
2021
Q1 | $606K | Buy |
10,419
+200
| +2% | +$11.6K | 0.38% | 52 |
|
|
2020
Q4 | $608K | Hold |
10,219
| – | – | 0.46% | 46 |
|
|
2020
Q3 | $608K | Buy |
10,219
+400
| +4% | +$23.8K | 0.45% | 46 |
|
|
2020
Q2 | $541K | Buy |
9,819
+2,290
| +30% | +$126K | 0.49% | 41 |
|
|
2020
Q1 | $438K | Buy |
7,529
+3,570
| +90% | +$208K | 0.41% | 45 |
|
|
2019
Q4 | $236K | Buy |
3,959
+640
| +19% | +$38.2K | 0.17% | 88 |
|
|
2019
Q3 | $200K | Buy |
+3,319
| New | +$200K | 0.18% | 79 |
|
|
2019
Q2 | – | Sell |
-3,528
| Closed | -$208K | – | 82 |
|
|
2019
Q1 | $208K | Sell |
3,528
-350
| -9% | -$20.6K | 0.21% | 71 |
|
|
2018
Q4 | $226K | Buy |
+3,878
| New | +$226K | 0.31% | 62 |
|