Wakefield Asset Management’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 |
-5,943
| Closed | -$302K | – | 213 |
|
|
2022
Q2 | $302K | Buy |
5,943
+423
| +8% | +$21.5K | 0.13% | 145 |
|
|
2022
Q1 | $281K | Buy |
5,520
+624
| +13% | +$31.8K | 0.1% | 157 |
|
|
2021
Q4 | $254K | Buy |
4,896
+152
| +3% | +$7.89K | 0.09% | 161 |
|
|
2021
Q3 | $256K | Buy |
+4,744
| New | +$256K | 0.1% | 148 |
|
|
2020
Q1 | – | Sell |
-4,338
| Closed | -$266K | – | 209 |
|
|
2019
Q4 | $266K | Buy |
4,338
+595
| +16% | +$36.5K | 0.11% | 142 |
|
|
2019
Q3 | $226K | Buy |
+3,743
| New | +$226K | 0.1% | 140 |
|