Strategic Wealth Management Group’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $559K | Sell |
9,971
-2,205
| -18% | -$124K | 0.2% | 63 |
|
|
2021
Q1 | $708K | Buy |
12,176
+508
| +4% | +$29.5K | 0.27% | 49 |
|
|
2020
Q4 | $686K | Buy |
11,668
+3,285
| +39% | +$193K | 0.3% | 46 |
|
|
2020
Q3 | $499K | Sell |
8,383
-98
| -1% | -$5.83K | 0.24% | 56 |
|
|
2020
Q2 | $468K | Buy |
8,481
+631
| +8% | +$34.8K | 0.28% | 53 |
|
|
2020
Q1 | $422K | Sell |
7,850
-681
| -8% | -$36.6K | 0.31% | 44 |
|
|
2019
Q4 | $524K | Buy |
8,531
+2,032
| +31% | +$125K | 0.34% | 40 |
|
|
2019
Q3 | $392K | Sell |
6,499
-82
| -1% | -$4.95K | 0.28% | 50 |
|
|
2019
Q2 | $376K | Sell |
6,581
-927
| -12% | -$53K | 0.29% | 50 |
|
|
2019
Q1 | $444K | Buy |
7,508
+1,694
| +29% | +$100K | 0.36% | 42 |
|
|
2018
Q4 | $327K | Buy |
+5,814
| New | +$327K | 0.31% | 52 |
|