Taylor Wealth Management Partners’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-900
| Closed | -$51K | – | 113 |
|
|
2018
Q4 | $51K | Sell |
900
-100
| -10% | -$5.67K | 0.03% | 59 |
|
|
2018
Q3 | $53K | Hold |
1,000
| – | – | 0.02% | 72 |
|
|
2018
Q2 | $50K | Hold |
1,000
| – | – | 0.02% | 73 |
|
|
2018
Q1 | $48K | Sell |
1,000
-300
| -23% | -$14.4K | 0.02% | 72 |
|
|
2017
Q4 | $69K | Sell |
1,300
-675
| -34% | -$35.8K | 0.03% | 92 |
|
|
2017
Q3 | $98K | Hold |
1,975
| – | – | 0.04% | 82 |
|
|
2017
Q2 | $88K | Hold |
1,975
| – | – | 0.04% | 87 |
|
|
2017
Q1 | $96K | Hold |
1,975
| – | – | 0.04% | 84 |
|
|
2016
Q4 | $105K | Sell |
1,975
-300
| -13% | -$15.9K | 0.05% | 74 |
|
|
2016
Q3 | $118K | Hold |
2,275
| – | – | 0.05% | 67 |
|
|
2016
Q2 | $127K | Buy |
2,275
+300
| +15% | +$16.7K | 0.05% | 58 |
|
|
2016
Q1 | $107K | Buy |
1,975
+1,375
| +229% | +$74.5K | 0.05% | 56 |
|
|
2015
Q4 | $28K | Hold |
600
| – | – | 0.01% | 89 |
|
|
2015
Q3 | $26K | Hold |
600
| – | – | 0.01% | 90 |
|
|
2015
Q2 | $28K | Sell |
600
-456
| -43% | -$21.3K | 0.01% | 114 |
|
|
2015
Q1 | $51K | Buy |
+1,056
| New | +$51K | 0.02% | 82 |
|