SWS Partners’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-926
| Closed | -$38.2K | – | 297 |
|
|
2024
Q2 | $38.2K | Buy |
+926
| New | +$38.2K | 0.01% | 176 |
|
|
2021
Q1 | – | Sell |
-33,262
| Closed | -$1.95M | – | 120 |
|
|
2020
Q4 | $1.95M | Buy |
+33,262
| New | +$1.95M | 0.87% | 36 |
|
|
2018
Q2 | – | Sell |
-1,356
| Closed | -$64K | – | 314 |
|
|
2018
Q1 | $64K | Sell |
1,356
-114
| -8% | -$5.38K | 0.05% | 126 |
|
|
2017
Q4 | $78K | Buy |
+1,470
| New | +$78K | 0.06% | 105 |
|