SWM
Shakespeare Wealth Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-4,530
| Closed | -$250K | – | 70 |
|
|
2020
Q2 | $250K | Buy |
4,530
+317
| +8% | +$17.5K | 0.15% | 54 |
|
|
2020
Q1 | $226K | Buy |
4,213
+788
| +23% | +$42.3K | 0.16% | 53 |
|
|
2019
Q4 | $210K | Sell |
3,425
-262
| -7% | -$16.1K | 0.11% | 74 |
|
|
2019
Q3 | $223K | Buy |
+3,687
| New | +$223K | 0.13% | 68 |
|