TrueWealth LLC’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $678K | Buy |
12,298
+102
| +0.8% | +$5.62K | 0.29% | 57 |
|
|
2020
Q1 | $655K | Sell |
12,196
-58
| -0.5% | -$3.12K | 0.32% | 53 |
|
|
2019
Q4 | $752K | Sell |
12,254
-2,136
| -15% | -$131K | 0.3% | 49 |
|
|
2019
Q3 | $869K | Sell |
14,390
-65
| -0.4% | -$3.93K | 0.38% | 41 |
|
|
2019
Q2 | $826K | Buy |
14,455
+38
| +0.3% | +$2.17K | 0.37% | 40 |
|
|
2019
Q1 | $852K | Sell |
14,417
-1,451
| -9% | -$85.8K | 0.39% | 38 |
|
|
2018
Q4 | $892K | Buy |
15,868
+879
| +6% | +$49.4K | 0.45% | 34 |
|
|
2018
Q3 | $800K | Sell |
14,989
-144
| -1% | -$7.69K | 0.37% | 39 |
|
|
2018
Q2 | $761K | Buy |
15,133
+278
| +2% | +$14K | 0.36% | 41 |
|
|
2018
Q1 | $710K | Sell |
14,855
-2,128
| -13% | -$102K | 0.36% | 40 |
|
|
2017
Q4 | $899K | Buy |
+16,983
| New | +$899K | 0.42% | 34 |
|