PWSG
Pacific Wealth Strategies Group’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-28,073
| Closed | -$1.04M | – | 50 |
|
|
2023
Q2 | $1.04M | Sell |
28,073
-3,944
| -12% | -$147K | 1.07% | 24 |
|
|
2023
Q1 | $1.25M | Buy |
32,017
+1,535
| +5% | +$59.7K | 1.42% | 17 |
|
|
2022
Q4 | $1.2M | Sell |
30,482
-2,358
| -7% | -$92.9K | 1.61% | 17 |
|
|
2022
Q3 | $1.25M | Buy |
32,840
+268
| +0.8% | +$10.2K | 1.74% | 18 |
|
|
2022
Q2 | $1.65M | Sell |
32,572
-49,087
| -60% | -$2.49M | 2.13% | 16 |
|
|
2022
Q1 | $4.16M | Buy |
81,659
+224
| +0.3% | +$11.4K | 1.74% | 17 |
|
|
2021
Q4 | $4.23M | Buy |
81,435
+8,074
| +11% | +$419K | 1.47% | 23 |
|
|
2021
Q3 | $3.96M | Buy |
73,361
+2,357
| +3% | +$127K | 1.47% | 26 |
|
|
2021
Q2 | $3.98M | Sell |
71,004
-229
| -0.3% | -$12.8K | 1.52% | 22 |
|
|
2021
Q1 | $4.14M | Sell |
71,233
-2,189
| -3% | -$127K | 1.74% | 18 |
|
|
2020
Q4 | $4.24M | Buy |
73,422
+440
| +0.6% | +$25.4K | 1.83% | 15 |
|
|
2020
Q3 | $4.34M | Sell |
72,982
-6,361
| -8% | -$378K | 2.28% | 13 |
|
|
2020
Q2 | $4.37M | Buy |
79,343
+899
| +1% | +$49.6K | 2.43% | 12 |
|
|
2020
Q1 | $4.22M | Buy |
78,444
+26,386
| +51% | +$1.42M | 2.88% | 8 |
|
|
2019
Q4 | $3.2M | Buy |
52,058
+4,421
| +9% | +$271K | 1.77% | 19 |
|
|
2019
Q3 | $2.88M | Buy |
47,637
+710
| +2% | +$42.9K | 1.77% | 19 |
|
|
2019
Q2 | $2.68M | Buy |
46,927
+70
| +0.1% | +$4K | 1.68% | 20 |
|
|
2019
Q1 | $2.77M | Buy |
46,857
+242
| +0.5% | +$14.3K | 1.79% | 18 |
|
|
2018
Q4 | $2.62M | Buy |
46,615
+1,299
| +3% | +$73K | 1.88% | 17 |
|
|
2018
Q3 | $2.42M | Buy |
45,316
+1,392
| +3% | +$74.3K | 1.55% | 22 |
|
|
2018
Q2 | $2.21M | Buy |
43,924
+1,610
| +4% | +$81K | 1.53% | 22 |
|
|
2018
Q1 | $2.02M | Buy |
42,314
+2,422
| +6% | +$116K | 1.44% | 26 |
|
|
2017
Q4 | $2.11M | Buy |
39,892
+4,035
| +11% | +$214K | 1.5% | 27 |
|
|
2017
Q3 | $1.78M | Buy |
35,857
+1,471
| +4% | +$72.8K | 1.4% | 27 |
|
|
2017
Q2 | $1.54M | Buy |
34,386
+1,903
| +6% | +$85K | 1.31% | 30 |
|
|
2017
Q1 | $1.58M | Buy |
32,483
+653
| +2% | +$31.8K | 1.37% | 27 |
|
|
2016
Q4 | $1.7M | Buy |
+31,830
| New | +$1.7M | 1.67% | 21 |
|