Summit Wealth & Retirement Planning’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 |
-8,886
| Closed | -$522K | – | 123 |
|
|
2020
Q4 | $522K | Sell |
8,886
-31
| -0.3% | -$1.82K | 0.2% | 79 |
|
|
2020
Q3 | $530K | Sell |
8,917
-1,547
| -15% | -$91.9K | 0.23% | 71 |
|
|
2020
Q2 | $577K | Sell |
10,464
-1,354
| -11% | -$74.7K | 0.27% | 69 |
|
|
2020
Q1 | $635K | Sell |
11,818
-2,301
| -16% | -$124K | 0.34% | 59 |
|
|
2019
Q4 | $867K | Sell |
14,119
-839
| -6% | -$51.5K | 0.39% | 55 |
|
|
2019
Q3 | $903K | Buy |
14,958
+4
| +0% | +$241 | 0.55% | 45 |
|
|
2019
Q2 | $854K | Buy |
14,954
+3
| +0% | +$171 | 0.5% | 48 |
|
|
2019
Q1 | $884K | Buy |
14,951
+1,187
| +9% | +$70.2K | 0.53% | 48 |
|
|
2018
Q4 | $774K | Buy |
+13,764
| New | +$774K | 0.59% | 45 |
|