Stewardship Financial Advisors’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 |
-4,460
| Closed | -$262K | – | 107 |
|
|
2020
Q4 | $262K | Buy |
4,460
+996
| +29% | +$58.5K | 0.1% | 54 |
|
|
2020
Q3 | $206K | Sell |
3,464
-996
| -22% | -$59.2K | 0.09% | 54 |
|
|
2020
Q2 | $246K | Buy |
+4,460
| New | +$246K | 0.11% | 47 |
|
|
2020
Q1 | – | Sell |
-4,460
| Closed | -$274K | – | 88 |
|
|
2019
Q4 | $274K | Buy |
+4,460
| New | +$274K | 0.1% | 46 |
|