NWM
Nicola Wealth Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-295,000
| Closed | -$17.2M | – | 120 |
|
|
2021
Q1 | $17.2M | Hold |
295,000
| – | – | 1.92% | 8 |
|
|
2020
Q4 | $17.3M | Sell |
295,000
-15,000
| -5% | -$881K | 2.16% | 7 |
|
|
2020
Q3 | $18.4M | Sell |
310,000
-5,000
| -2% | -$297K | 2.63% | 3 |
|
|
2020
Q2 | $17.4M | Buy |
315,000
+45,000
| +17% | +$2.48M | 2.4% | 5 |
|
|
2020
Q1 | $14.5M | Buy |
+270,000
| New | +$14.5M | 2.18% | 8 |
|