SWM
Strategic Wealth Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $15K | Sell |
295
-40
| -12% | -$2.03K | 0.01% | 67 |
|
|
2021
Q3 | $18K | Sell |
335
-1,029
| -75% | -$55.3K | 0.01% | 65 |
|
|
2021
Q2 | $76K | Sell |
1,364
-11,030
| -89% | -$615K | 0.04% | 65 |
|
|
2021
Q1 | $721K | Sell |
12,394
-500
| -4% | -$29.1K | 0.43% | 52 |
|
|
2020
Q4 | $758K | Sell |
12,894
-50
| -0.4% | -$2.94K | 0.47% | 49 |
|
|
2020
Q3 | $770K | Sell |
12,944
-8,388
| -39% | -$499K | 0.58% | 46 |
|
|
2020
Q2 | $1.18M | Buy |
21,332
+7,198
| +51% | +$397K | 1.09% | 27 |
|
|
2020
Q1 | $759K | Buy |
+14,134
| New | +$759K | 1.01% | 15 |
|