REDW Wealth’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-5,362
| Closed | -$204K | – | 139 |
|
2022
Q3 | $204K | Buy |
5,362
+10
| +0.2% | +$380 | 0.08% | 108 |
|
2022
Q2 | $272K | Buy |
5,352
+9
| +0.2% | +$457 | 0.1% | 96 |
|
2022
Q1 | $272K | Buy |
5,343
+7
| +0.1% | +$356 | 0.08% | 102 |
|
2021
Q4 | $277K | Sell |
5,336
-103
| -2% | -$5.35K | 0.08% | 94 |
|
2021
Q3 | $294K | Sell |
5,439
-472
| -8% | -$25.5K | 0.09% | 85 |
|
2021
Q2 | $331K | Buy |
5,911
+447
| +8% | +$25K | 0.1% | 81 |
|
2021
Q1 | $318K | Buy |
5,464
+8
| +0.1% | +$466 | 0.11% | 80 |
|
2020
Q4 | $321K | Buy |
5,456
+379
| +7% | +$22.3K | 0.12% | 69 |
|
2020
Q3 | $302K | Buy |
5,077
+84
| +2% | +$5K | 0.13% | 66 |
|
2020
Q2 | $275K | Buy |
4,993
+84
| +2% | +$4.63K | 0.14% | 67 |
|
2020
Q1 | $264K | Buy |
4,909
+394
| +9% | +$21.2K | 0.17% | 57 |
|
2019
Q4 | $277K | Buy |
4,515
+2
| +0% | +$123 | 0.15% | 63 |
|
2019
Q3 | $272K | Buy |
4,513
+12
| +0.3% | +$723 | 0.16% | 67 |
|
2019
Q2 | $257K | Buy |
4,501
+2
| +0% | +$114 | 0.15% | 67 |
|
2019
Q1 | $266K | Buy |
4,499
+552
| +14% | +$32.6K | 0.16% | 63 |
|
2018
Q4 | $222K | Sell |
3,947
-157
| -4% | -$8.83K | 0.15% | 65 |
|
2018
Q3 | $219K | Buy |
4,104
+6
| +0.1% | +$320 | 0.15% | 77 |
|
2018
Q2 | $206K | Buy |
+4,098
| New | +$206K | 0.15% | 77 |
|
2018
Q1 | – | Sell |
-4,086
| Closed | -$216K | – | 86 |
|
2017
Q4 | $216K | Sell |
4,086
-1,100
| -21% | -$58.2K | 0.17% | 78 |
|
2017
Q3 | $257K | Buy |
5,186
+648
| +14% | +$32.1K | 0.21% | 61 |
|
2017
Q2 | $203K | Buy |
4,538
+6
| +0.1% | +$268 | 0.2% | 70 |
|
2017
Q1 | $221K | Buy |
4,532
+600
| +15% | +$29.3K | 0.22% | 65 |
|
2016
Q4 | $210K | Buy |
+3,932
| New | +$210K | 0.24% | 68 |
|