Pasadena Private Wealth’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-5,836
| Closed | -$339K | – | 95 |
|
|
2021
Q1 | $339K | Hold |
5,836
| – | – | 0.12% | 57 |
|
|
2020
Q4 | $343K | Sell |
5,836
-350
| -6% | -$20.6K | 0.13% | 51 |
|
|
2020
Q3 | $368K | Sell |
6,186
-900
| -13% | -$53.5K | 0.14% | 48 |
|
|
2020
Q2 | $391K | Buy |
7,086
+1,435
| +25% | +$79.2K | 0.15% | 45 |
|
|
2020
Q1 | $327K | Buy |
+5,651
| New | +$327K | 0.13% | 51 |
|