Oxler Private Wealth’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-53,790
| Closed | -$2.79M | – | 119 |
|
|
2021
Q4 | $2.79M | Buy |
53,790
+23,950
| +80% | +$1.24M | 1.16% | 23 |
|
|
2021
Q3 | $1.61M | Buy |
29,840
+11,969
| +67% | +$646K | 0.71% | 40 |
|
|
2021
Q2 | $1M | Buy |
17,871
+4,031
| +29% | +$226K | 0.44% | 62 |
|
|
2021
Q1 | $804K | Hold |
13,840
| – | – | 0.41% | 66 |
|
|
2020
Q4 | $813K | Buy |
+13,840
| New | +$813K | 0.46% | 48 |
|