Pathway Financial Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,166
| Closed | -$211K | – | 139 |
|
|
2022
Q2 | $211K | Buy |
+4,166
| New | +$211K | 0.09% | 123 |
|
|
2020
Q4 | – | Sell |
-3,832
| Closed | -$228K | – | 122 |
|
|
2020
Q3 | $228K | Sell |
3,832
-141
| -4% | -$8.39K | 0.09% | 90 |
|
|
2020
Q2 | $219K | Sell |
3,973
-393
| -9% | -$21.7K | 0.07% | 88 |
|
|
2020
Q1 | $239K | Hold |
4,366
| – | – | 0.08% | 77 |
|
|
2019
Q4 | $263K | Buy |
+4,366
| New | +$263K | 0.07% | 96 |
|
|
2018
Q3 | – | Sell |
-1,690
| Closed | -$85K | – | 380 |
|
|
2018
Q2 | $85K | Hold |
1,690
| – | – | 0.05% | 174 |
|
|
2018
Q1 | $81K | Sell |
1,690
-79
| -4% | -$3.79K | 0.05% | 185 |
|
|
2017
Q4 | $94K | Buy |
+1,769
| New | +$94K | 0.05% | 171 |
|