Stonebridge Financial Planning Group’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,539
| Closed | -$134K | – | 363 |
|
|
2021
Q4 | $134K | Sell |
2,539
-350
| -12% | -$18.5K | 0.07% | 142 |
|
|
2021
Q3 | $153K | Hold |
2,889
| – | – | 0.07% | 139 |
|
|
2021
Q2 | $162K | Sell |
2,889
-900
| -24% | -$50.5K | 0.09% | 129 |
|
|
2021
Q1 | $218K | Sell |
3,789
-270
| -7% | -$15.5K | 0.13% | 106 |
|
|
2020
Q4 | $238K | Hold |
4,059
| – | – | 0.15% | 95 |
|
|
2020
Q3 | $236K | Sell |
4,059
-52
| -1% | -$3.02K | 0.17% | 84 |
|
|
2020
Q2 | $225K | Buy |
4,111
+10
| +0.2% | +$547 | 0.19% | 79 |
|
|
2020
Q1 | $237K | Buy |
4,101
+121
| +3% | +$6.99K | 0.24% | 75 |
|
|
2019
Q4 | $244K | Buy |
+3,980
| New | +$244K | 0.22% | 76 |
|