Omnia Family Wealth’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-5,434
| Closed | -$319K | – | 77 |
|
|
2020
Q4 | $319K | Sell |
5,434
-4,780
| -47% | -$281K | 0.29% | 55 |
|
|
2020
Q3 | $608K | Buy |
10,214
+113
| +1% | +$6.73K | 0.58% | 31 |
|
|
2020
Q2 | $557K | Buy |
10,101
+431
| +4% | +$23.8K | 0.55% | 31 |
|
|
2020
Q1 | $520K | Sell |
9,670
-836
| -8% | -$45K | 0.54% | 35 |
|
|
2019
Q4 | $645K | Buy |
10,506
+2,707
| +35% | +$166K | 0.3% | 46 |
|
|
2019
Q3 | $471K | Sell |
7,799
-307
| -4% | -$18.5K | 0.34% | 46 |
|
|
2019
Q2 | $463K | Sell |
8,106
-886
| -10% | -$50.6K | 0.23% | 48 |
|
|
2019
Q1 | $532K | Sell |
8,992
-2,516
| -22% | -$149K | 0.26% | 45 |
|
|
2018
Q4 | $647K | Buy |
11,508
+605
| +6% | +$34K | 0.35% | 36 |
|
|
2018
Q3 | $582K | Buy |
10,903
+190
| +2% | +$10.1K | 0.27% | 41 |
|
|
2018
Q2 | $539K | Buy |
10,713
+3,126
| +41% | +$157K | 0.25% | 42 |
|
|
2018
Q1 | $363K | Sell |
7,587
-1,030
| -12% | -$49.3K | 0.17% | 51 |
|
|
2017
Q4 | $456K | Buy |
8,617
+1,096
| +15% | +$58K | 0.21% | 46 |
|
|
2017
Q3 | $372K | Buy |
7,521
+234
| +3% | +$11.6K | 0.18% | 50 |
|
|
2017
Q2 | $325K | Sell |
7,287
-3,726
| -34% | -$166K | 0.16% | 53 |
|
|
2017
Q1 | $537K | Buy |
11,013
+2,210
| +25% | +$108K | 0.26% | 38 |
|
|
2016
Q4 | $470K | Buy |
+8,803
| New | +$470K | 0.23% | 44 |
|