RBA Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-3,784
| Closed | -$222K | – | 276 |
|
2020
Q4 | $222K | Sell |
3,784
-308
| -8% | -$18.1K | 0.13% | 96 |
|
2020
Q3 | $243K | Buy |
+4,092
| New | +$243K | 0.16% | 96 |
|
2020
Q1 | – | Sell |
-3,762
| Closed | -$230K | – | 110 |
|
2019
Q4 | $230K | Hold |
3,762
| – | – | 0.16% | 94 |
|
2019
Q3 | $227K | Hold |
3,762
| – | – | 0.17% | 89 |
|
2019
Q2 | $215K | Sell |
3,762
-150
| -4% | -$8.57K | 0.17% | 82 |
|
2019
Q1 | $229K | Buy |
+3,912
| New | +$229K | 0.18% | 74 |
|