SDWMA
Schneider Downs Wealth Management Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,247
| Closed | -$204K | – | 118 |
|
|
2023
Q1 | $204K | Buy |
+5,247
| New | +$204K | 0.04% | 109 |
|
|
2022
Q1 | – | Sell |
-4,656
| Closed | -$242K | – | 162 |
|
|
2021
Q4 | $242K | Buy |
+4,656
| New | +$242K | 0.06% | 137 |
|
|
2021
Q3 | – | Sell |
-4,503
| Closed | -$252K | – | 149 |
|
|
2021
Q2 | $252K | Buy |
4,503
+310
| +7% | +$17.3K | 0.07% | 119 |
|
|
2021
Q1 | $244K | Buy |
+4,193
| New | +$244K | 0.06% | 116 |
|
|
2019
Q1 | – | Sell |
-9,244
| Closed | -$520K | – | 71 |
|
|
2018
Q4 | $520K | Sell |
9,244
-270
| -3% | -$15.2K | 0.22% | 31 |
|
|
2018
Q3 | $508K | Buy |
9,514
+741
| +8% | +$39.6K | 0.32% | 29 |
|
|
2018
Q2 | $441K | Buy |
8,773
+396
| +5% | +$19.9K | 0.29% | 26 |
|
|
2018
Q1 | $401K | Buy |
8,377
+659
| +9% | +$31.5K | 0.23% | 30 |
|
|
2017
Q4 | $409K | Sell |
7,718
-48
| -0.6% | -$2.54K | 0.24% | 25 |
|
|
2017
Q3 | $384K | Sell |
7,766
-1,454
| -16% | -$71.9K | 0.25% | 27 |
|
|
2017
Q2 | $412K | Buy |
9,220
+588
| +7% | +$26.3K | 0.27% | 25 |
|
|
2017
Q1 | $421K | Buy |
8,632
+541
| +7% | +$26.4K | 0.29% | 26 |
|
|
2016
Q4 | $432K | Sell |
8,091
-98
| -1% | -$5.23K | 0.29% | 23 |
|
|
2016
Q3 | $426K | Buy |
8,189
+98
| +1% | +$5.1K | 0.28% | 23 |
|
|
2016
Q2 | $452K | Hold |
8,091
| – | – | 0.3% | 18 |
|
|
2016
Q1 | $438K | Buy |
8,091
+989
| +14% | +$53.5K | 0.31% | 15 |
|
|
2015
Q4 | $328K | Buy |
+7,102
| New | +$328K | 0.38% | 22 |
|