Personal Wealth Partners’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,027
| Closed | -$58K | – | 390 |
|
|
2021
Q2 | $58K | Buy |
+1,027
| New | +$58K | 0.02% | 149 |
|
|
2020
Q1 | – | Sell |
-809
| Closed | -$50K | – | 611 |
|
|
2019
Q4 | $50K | Hold |
809
| – | – | 0.02% | 144 |
|
|
2019
Q3 | $49K | Buy |
809
+80
| +11% | +$4.85K | 0.02% | 148 |
|
|
2019
Q2 | $42K | Buy |
+729
| New | +$42K | 0.02% | 137 |
|