Trellis Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,186
| Closed | -$213K | – | 77 |
|
|
2022
Q2 | $213K | Buy |
+4,186
| New | +$213K | 0.12% | 72 |
|
|
2021
Q4 | – | Sell |
-4,475
| Closed | -$241K | – | 87 |
|
|
2021
Q3 | $241K | Sell |
4,475
-27
| -0.6% | -$1.45K | 0.12% | 72 |
|
|
2021
Q2 | $253K | Sell |
4,502
-165
| -4% | -$9.27K | 0.13% | 70 |
|
|
2021
Q1 | $272K | Sell |
4,667
-180
| -4% | -$10.5K | 0.15% | 60 |
|
|
2020
Q4 | $285K | Buy |
4,847
+83
| +2% | +$4.88K | 0.17% | 55 |
|
|
2020
Q3 | $284K | Sell |
4,764
-181
| -4% | -$10.8K | 0.2% | 49 |
|
|
2020
Q2 | $273K | Buy |
4,945
+245
| +5% | +$13.5K | 0.21% | 46 |
|
|
2020
Q1 | $253K | Buy |
4,700
+748
| +19% | +$40.3K | 0.24% | 43 |
|
|
2019
Q4 | $243K | Buy |
3,952
+23
| +0.6% | +$1.41K | 0.19% | 48 |
|
|
2019
Q3 | $238K | Buy |
3,929
+343
| +10% | +$20.8K | 0.2% | 46 |
|
|
2019
Q2 | $204K | Buy |
+3,586
| New | +$204K | 0.17% | 51 |
|