Smith & Howard Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-6,748
| Closed | -$372K | – | 69 |
|
|
2020
Q2 | $372K | Sell |
6,748
-73
| -1% | -$4.02K | 0.23% | 46 |
|
|
2020
Q1 | $366K | Sell |
6,821
-484
| -7% | -$26K | 0.23% | 46 |
|
|
2019
Q4 | $449K | Buy |
7,305
+1,619
| +28% | +$99.5K | 0.15% | 49 |
|
|
2019
Q3 | $343K | Buy |
5,686
+716
| +14% | +$43.2K | 0.14% | 50 |
|
|
2019
Q2 | $284K | Sell |
4,970
-585
| -11% | -$33.4K | 0.12% | 48 |
|
|
2019
Q1 | $328K | Sell |
5,555
-188
| -3% | -$11.1K | 0.16% | 37 |
|
|
2018
Q4 | $323K | Buy |
+5,743
| New | +$323K | 0.18% | 36 |
|
|
2015
Q2 | – | Sell |
-4,219
| Closed | -$205K | – | 91 |
|
|
2015
Q1 | $205K | Buy |
+4,219
| New | +$205K | 0.09% | 81 |
|
|
2014
Q1 | – | Sell |
-588
| Closed | -$29K | – | 214 |
|
|
2013
Q4 | $29K | Buy |
588
+352
| +149% | +$17.4K | 0.02% | 139 |
|
|
2013
Q3 | $11K | Hold |
236
| – | – | 0.01% | 199 |
|
|
2013
Q2 | $12K | Buy |
+236
| New | +$12K | 0.01% | 169 |
|