Professional Planning’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $359K | Sell |
6,661
-5,527
| -45% | -$298K | 0.17% | 88 |
|
|
2021
Q2 | $682K | Sell |
12,188
-5,444
| -31% | -$305K | 0.31% | 59 |
|
|
2021
Q1 | $1.03M | Sell |
17,632
-13,898
| -44% | -$808K | 0.5% | 40 |
|
|
2020
Q4 | $1.85M | Sell |
31,530
-1,688
| -5% | -$99.1K | 0.75% | 27 |
|
|
2020
Q3 | $1.98M | Sell |
33,218
-1,270
| -4% | -$75.5K | 1.51% | 16 |
|
|
2020
Q2 | $1.9M | Sell |
34,488
-2,259
| -6% | -$125K | 1.01% | 18 |
|
|
2020
Q1 | $1.97M | Sell |
36,747
-4,874
| -12% | -$261K | 2.29% | 15 |
|
|
2019
Q4 | $2.56M | Sell |
41,621
-76
| -0.2% | -$4.67K | 2.21% | 16 |
|
|
2019
Q3 | $2.52M | Sell |
41,697
-198
| -0.5% | -$12K | 2.67% | 13 |
|
|
2019
Q2 | $2.39M | Sell |
41,895
-173
| -0.4% | -$9.88K | 2.82% | 15 |
|
|
2019
Q1 | $2.49M | Buy |
42,068
+2,809
| +7% | +$166K | 3.04% | 12 |
|
|
2018
Q4 | $2.21M | Buy |
39,259
+17,922
| +84% | +$1.01M | 3.01% | 13 |
|
|
2018
Q3 | $1.14M | Buy |
+21,337
| New | +$1.14M | 1.59% | 14 |
|