TMD Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-8,120
| Closed | -$308K | – | 54 |
|
|
2022
Q3 | $308K | Buy |
8,120
+265
| +3% | +$10.1K | 0.14% | 30 |
|
|
2022
Q2 | $399K | Hold |
7,855
| – | – | 0.17% | 26 |
|
|
2022
Q1 | $400K | Hold |
7,855
| – | – | 0.15% | 30 |
|
|
2021
Q4 | $408K | Sell |
7,855
-436
| -5% | -$22.6K | 0.15% | 33 |
|
|
2021
Q3 | $448K | Sell |
8,291
-111
| -1% | -$6K | 0.19% | 26 |
|
|
2021
Q2 | $471K | Hold |
8,402
| – | – | 0.21% | 24 |
|
|
2021
Q1 | $489K | Buy |
8,402
+1,200
| +17% | +$69.8K | 0.23% | 25 |
|
|
2020
Q4 | $423K | Buy |
+7,202
| New | +$423K | 0.24% | 21 |
|