OAM
Optimal Asset Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $4.44M | Buy |
82,241
+136
| +0.2% | +$7.35K | 0.56% | 49 |
|
|
2021
Q2 | $4.6M | Buy |
82,105
+73
| +0.1% | +$4.09K | 0.54% | 49 |
|
|
2021
Q1 | $4.77M | Buy |
82,032
+13,201
| +19% | +$768K | 0.62% | 38 |
|
|
2020
Q4 | $4.04M | Sell |
68,831
-68,837
| -50% | -$4.04M | 0.57% | 36 |
|
|
2020
Q3 | $8.19M | Buy |
137,668
+65,990
| +92% | +$3.93M | 1.19% | 3 |
|
|
2020
Q2 | $3.95M | Sell |
71,678
-93,803
| -57% | -$5.17M | 0.64% | 29 |
|
|
2020
Q1 | $8.89K | Buy |
165,481
+71,137
| +75% | +$3.82K | 0.83% | 11 |
|
|
2019
Q4 | $5.79M | Buy |
+94,344
| New | +$5.79M | 0.88% | 7 |
|