Swaine & Leidel Wealth Services’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $3.64K | Buy |
+3,636
| New | +$3.64K | 2.8% | 19 |
|
|
2021
Q1 | $3.64M | Buy |
62,530
+4,624
| +8% | +$269K | 2.34% | 25 |
|
|
2020
Q4 | $3.4M | Buy |
57,906
+1,164
| +2% | +$68.4K | 2.47% | 17 |
|
|
2020
Q3 | $3.38M | Buy |
56,742
+797
| +1% | +$47.4K | 3.29% | 8 |
|
|
2020
Q2 | $3.08M | Buy |
55,945
+11,707
| +26% | +$645K | 3.14% | 12 |
|
|
2020
Q1 | $2.38M | Buy |
44,238
+40,718
| +1,157% | +$2.19M | 2.47% | 21 |
|
|
2019
Q4 | $216K | Hold |
3,520
| – | – | 0.18% | 57 |
|
|
2019
Q3 | $212K | Hold |
3,520
| – | – | 0.19% | 60 |
|
|
2019
Q2 | $201K | Sell |
3,520
-701
| -17% | -$40K | 0.21% | 57 |
|
|
2019
Q1 | $250K | Buy |
+4,221
| New | +$250K | 0.32% | 41 |
|