Wealthcare Capital Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,178
| Closed | -$127K | – | 659 |
|
|
2021
Q1 | $127K | Buy |
+2,178
| New | +$127K | 0.01% | 91 |
|
|
2020
Q2 | – | Sell |
-836
| Closed | -$45K | – | 246 |
|
|
2020
Q1 | $45K | Sell |
836
-251
| -23% | -$13.5K | 0.01% | 96 |
|
|
2019
Q4 | $67K | Buy |
1,087
+305
| +39% | +$18.8K | 0.01% | 98 |
|
|
2019
Q3 | $47K | Hold |
782
| – | – | 0.01% | 101 |
|
|
2019
Q2 | $45K | Hold |
782
| – | – | 0.01% | 99 |
|
|
2019
Q1 | $46K | Buy |
782
+1
| +0.1% | +$59 | 0.01% | 102 |
|
|
2018
Q4 | $44K | Hold |
781
| – | – | 0.01% | 99 |
|
|
2018
Q3 | $42K | Hold |
781
| – | – | ﹤0.01% | 104 |
|
|
2018
Q2 | $39K | Hold |
781
| – | – | ﹤0.01% | 100 |
|
|
2018
Q1 | $37K | Sell |
781
-40
| -5% | -$1.9K | ﹤0.01% | 98 |
|
|
2017
Q4 | $43K | Buy |
821
+41
| +5% | +$2.15K | ﹤0.01% | 93 |
|
|
2017
Q3 | $39K | Hold |
780
| – | – | ﹤0.01% | 91 |
|
|
2017
Q2 | $35K | Hold |
780
| – | – | ﹤0.01% | 93 |
|
|
2017
Q1 | $38K | Hold |
780
| – | – | ﹤0.01% | 91 |
|
|
2016
Q4 | $42K | Hold |
780
| – | – | ﹤0.01% | 85 |
|
|
2016
Q3 | $41K | Buy |
780
+1
| +0.1% | +$53 | ﹤0.01% | 80 |
|
|
2016
Q2 | $44K | Buy |
779
+700
| +886% | +$39.5K | 0.01% | 75 |
|
|
2016
Q1 | $4K | Sell |
79
-4,226
| -98% | -$214K | ﹤0.01% | 166 |
|
|
2015
Q4 | $199K | Hold |
4,305
| – | – | 0.02% | 46 |
|
|
2015
Q3 | $187K | Sell |
4,305
-95
| -2% | -$4.13K | 0.02% | 45 |
|
|
2015
Q2 | $205K | Sell |
4,400
-11,171
| -72% | -$520K | 0.02% | 48 |
|
|
2015
Q1 | $757K | Buy |
15,571
+11,345
| +268% | +$552K | 0.09% | 32 |
|
|
2014
Q4 | $198K | Hold |
4,226
| – | – | 0.03% | 43 |
|
|
2014
Q3 | $211K | Hold |
4,226
| – | – | 0.03% | 40 |
|
|
2014
Q2 | $207K | Hold |
4,226
| – | – | 0.03% | 40 |
|
|
2014
Q1 | $201K | Hold |
4,226
| – | – | 0.03% | 42 |
|
|
2013
Q4 | $208K | Hold |
4,226
| – | – | 0.03% | 25 |
|
|
2013
Q3 | $197K | Sell |
4,226
-45
| -1% | -$2.1K | 0.03% | 24 |
|
|
2013
Q2 | $215K | Buy |
+4,271
| New | +$215K | 0.04% | 22 |
|