White Lighthouse Investment Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,100
| Closed | -$201K | – | 115 |
|
|
2022
Q4 | $201K | Buy |
+5,100
| New | +$201K | 0.05% | 114 |
|
|
2022
Q3 | – | Sell |
-5,100
| Closed | -$259K | – | 112 |
|
|
2022
Q2 | $259K | Sell |
5,100
-8
| -0.2% | -$406 | 0.07% | 97 |
|
|
2022
Q1 | $260K | Sell |
5,108
-6
| -0.1% | -$305 | 0.07% | 100 |
|
|
2021
Q4 | $266K | Sell |
5,114
-111
| -2% | -$5.77K | 0.07% | 106 |
|
|
2021
Q3 | $282K | Sell |
5,225
-20
| -0.4% | -$1.08K | 0.08% | 94 |
|
|
2021
Q2 | $294K | Sell |
5,245
-98
| -2% | -$5.49K | 0.08% | 96 |
|
|
2021
Q1 | $311K | Sell |
5,343
-96
| -2% | -$5.59K | 0.1% | 91 |
|
|
2020
Q4 | $320K | Hold |
5,439
| – | – | 0.1% | 91 |
|
|
2020
Q3 | $324K | Hold |
5,439
| – | – | 0.11% | 90 |
|
|
2020
Q2 | $300K | Buy |
5,439
+14
| +0.3% | +$772 | 0.11% | 94 |
|
|
2020
Q1 | $291K | Buy |
5,425
+145
| +3% | +$7.78K | 0.12% | 97 |
|
|
2019
Q4 | $324K | Hold |
5,280
| – | – | 0.12% | 105 |
|
|
2019
Q3 | $319K | Buy |
5,280
+180
| +4% | +$10.9K | 0.13% | 98 |
|
|
2019
Q2 | $291K | Sell |
5,100
-312
| -6% | -$17.8K | 0.12% | 104 |
|
|
2019
Q1 | $320K | Sell |
5,412
-214
| -4% | -$12.7K | 0.15% | 92 |
|
|
2018
Q4 | $316K | Hold |
5,626
| – | – | 0.17% | 91 |
|
|
2018
Q3 | $300K | Hold |
5,626
| – | – | 0.15% | 94 |
|
|
2018
Q2 | $283K | Sell |
5,626
-548
| -9% | -$27.6K | 0.16% | 96 |
|
|
2018
Q1 | $295K | Buy |
6,174
+1,060
| +21% | +$50.6K | 0.17% | 95 |
|
|
2017
Q4 | $271K | Buy |
+5,114
| New | +$271K | 0.16% | 101 |
|