Valtinson Bruner Financial Planning’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 |
-4,396
| Closed | -$223K | – | 106 |
|
|
2022
Q2 | $223K | Sell |
4,396
-32
| -0.7% | -$1.62K | 0.14% | 91 |
|
|
2022
Q1 | $238K | Buy |
4,428
+51
| +1% | +$2.74K | 0.14% | 83 |
|
|
2021
Q4 | $227K | Sell |
4,377
-562
| -11% | -$29.1K | 0.12% | 85 |
|
|
2021
Q3 | $265K | Buy |
4,939
+126
| +3% | +$6.76K | 0.15% | 78 |
|
|
2021
Q2 | $271K | Sell |
4,813
-165
| -3% | -$9.29K | 0.15% | 71 |
|
|
2021
Q1 | $287K | Buy |
4,978
+52
| +1% | +$3K | 0.17% | 70 |
|
|
2020
Q4 | $288K | Hold |
4,926
| – | – | 0.18% | 67 |
|
|
2020
Q3 | $284K | Buy |
4,926
+6
| +0.1% | +$346 | 0.2% | 59 |
|
|
2020
Q2 | $288K | Buy |
4,920
+770
| +19% | +$45.1K | 0.2% | 62 |
|
|
2020
Q1 | $233K | Sell |
4,150
-216
| -5% | -$12.1K | 0.19% | 63 |
|
|
2019
Q4 | $263K | Sell |
4,366
-60
| -1% | -$3.61K | 0.19% | 62 |
|
|
2019
Q3 | $265K | Sell |
4,426
-113
| -2% | -$6.77K | 0.22% | 58 |
|
|
2019
Q2 | $259K | Buy |
4,539
+2
| +0% | +$114 | 0.22% | 43 |
|
|
2019
Q1 | $268K | Buy |
4,537
+1
| +0% | +$59 | 0.23% | 38 |
|
|
2018
Q4 | $255K | Buy |
+4,536
| New | +$255K | 0.27% | 32 |
|