Northwest Quadrant Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,515
| Closed | -$215K | – | 68 |
|
|
2019
Q4 | $215K | Sell |
3,515
-988
| -22% | -$60.4K | 0.09% | 64 |
|
|
2019
Q3 | $274K | Buy |
4,503
+1,002
| +29% | +$61K | 0.12% | 53 |
|
|
2019
Q2 | $200K | Buy |
3,501
+24
| +0.7% | +$1.37K | 0.09% | 62 |
|
|
2019
Q1 | $205K | Buy |
+3,477
| New | +$205K | 0.1% | 61 |
|
|
2018
Q4 | – | Sell |
-3,751
| Closed | -$219K | – | 62 |
|
|
2018
Q3 | $219K | Buy |
+3,751
| New | +$219K | 0.13% | 49 |
|