PWS
Paragon Wealth Strategies’s Verizon VZ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-338
| Closed | -$19K | – | 285 |
|
2021
Q2 | $19K | Buy |
+338
| New | +$19K | 0.01% | 140 |
|
2020
Q1 | – | Sell |
-10,815
| Closed | -$664K | – | 47 |
|
2019
Q4 | $664K | Buy |
10,815
+1,001
| +10% | +$61.5K | 0.33% | 29 |
|
2019
Q3 | $592K | Buy |
9,814
+2,276
| +30% | +$137K | 0.32% | 27 |
|
2019
Q2 | $431K | Buy |
7,538
+3,404
| +82% | +$195K | 0.23% | 28 |
|
2019
Q1 | $244K | Buy |
+4,134
| New | +$244K | 0.14% | 45 |
|