TWM
Torch Wealth Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.91M | Sell |
31,133
-350
| -1% | -$21.5K | 1.06% | 34 |
|
|
2019
Q3 | $1.9M | Hold |
31,483
| – | – | 1.13% | 33 |
|
|
2019
Q2 | $1.8M | Sell |
31,483
-400
| -1% | -$22.9K | 1.08% | 35 |
|
|
2019
Q1 | $1.89M | Buy |
31,883
+76
| +0.2% | +$4.49K | 1.17% | 34 |
|
|
2018
Q4 | $1.79M | Buy |
31,807
+950
| +3% | +$53.4K | 1.28% | 30 |
|
|
2018
Q3 | $1.65M | Buy |
30,857
+225
| +0.7% | +$12K | 0.99% | 41 |
|
|
2018
Q2 | $1.54M | Sell |
30,632
-350
| -1% | -$17.6K | 0.97% | 39 |
|
|
2018
Q1 | $1.48M | Buy |
30,982
+602
| +2% | +$28.8K | 0.96% | 40 |
|
|
2017
Q4 | $1.61M | Buy |
30,380
+4,818
| +19% | +$255K | 0.98% | 35 |
|
|
2017
Q3 | $1.27M | Sell |
25,562
-75
| -0.3% | -$3.71K | 0.83% | 49 |
|
|
2017
Q2 | $1.15M | Sell |
25,637
-788
| -3% | -$35.2K | 0.79% | 49 |
|
|
2017
Q1 | $1.29M | Sell |
26,425
-875
| -3% | -$42.6K | 0.86% | 49 |
|
|
2016
Q4 | $1.46M | Sell |
27,300
-2,000
| -7% | -$107K | 1.03% | 41 |
|
|
2016
Q3 | $1.52M | Sell |
29,300
-100
| -0.3% | -$5.2K | 1.11% | 33 |
|
|
2016
Q2 | $1.64M | Hold |
29,400
| – | – | 1.2% | 29 |
|
|
2016
Q1 | $1.59M | Buy |
29,400
+1,000
| +4% | +$54.1K | 1.2% | 30 |
|
|
2015
Q4 | $1.31M | Hold |
28,400
| – | – | 0.96% | 40 |
|
|
2015
Q3 | $1.24M | Buy |
28,400
+1,853
| +7% | +$80.6K | 0.95% | 40 |
|
|
2015
Q2 | $1.24M | Buy |
26,547
+1,600
| +6% | +$74.6K | 0.86% | 48 |
|
|
2015
Q1 | $1.21M | Buy |
24,947
+1,600
| +7% | +$77.8K | 0.94% | 44 |
|
|
2014
Q4 | $1.09M | Buy |
23,347
+532
| +2% | +$24.9K | 0.84% | 45 |
|
|
2014
Q3 | $1.14M | Buy |
22,815
+80
| +0.4% | +$4K | 0.84% | 50 |
|
|
2014
Q2 | $1.11M | Buy |
22,735
+200
| +0.9% | +$9.78K | 0.75% | 47 |
|
|
2014
Q1 | $1.07M | Buy |
22,535
+1,517
| +7% | +$72.2K | 0.78% | 45 |
|
|
2013
Q4 | $1.03M | Buy |
+21,018
| New | +$1.03M | 0.79% | 46 |
|