UWM
USAdvisors Wealth Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,174
| Closed | -$243K | – | 119 |
|
|
2022
Q4 | $243K | Buy |
6,174
+225
| +4% | +$8.86K | 0.12% | 101 |
|
|
2022
Q3 | $226K | Buy |
5,949
+438
| +8% | +$16.6K | 0.12% | 106 |
|
|
2022
Q2 | $280K | Sell |
5,511
-6,825
| -55% | -$347K | 0.14% | 99 |
|
|
2022
Q1 | $628K | Buy |
12,336
+708
| +6% | +$36K | 0.27% | 75 |
|
|
2021
Q4 | $604K | Buy |
11,628
+252
| +2% | +$13.1K | 0.25% | 75 |
|
|
2021
Q3 | $614K | Buy |
11,376
+3,748
| +49% | +$202K | 0.27% | 73 |
|
|
2021
Q2 | $427K | Buy |
7,628
+2,506
| +49% | +$140K | 0.23% | 73 |
|
|
2021
Q1 | $298K | Sell |
5,122
-1,848
| -27% | -$108K | 0.14% | 88 |
|
|
2020
Q4 | $408K | Buy |
6,970
+1,852
| +36% | +$108K | 0.2% | 66 |
|
|
2020
Q3 | $304 | Sell |
5,118
-1,215
| -19% | -$72 | 0.05% | 59 |
|
|
2020
Q2 | $349K | Buy |
+6,333
| New | +$349K | 0.19% | 55 |
|
|
2020
Q1 | – | Sell |
-4,525
| Closed | -$278K | – | 98 |
|
|
2019
Q4 | $278K | Sell |
4,525
-245
| -5% | -$15.1K | 0.14% | 72 |
|
|
2019
Q3 | $288K | Buy |
+4,770
| New | +$288K | 0.15% | 50 |
|