WPA
Winning Points Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,563
| Closed | -$204K | – | 81 |
|
|
2021
Q4 | $204K | Sell |
3,563
-177
| -5% | -$10.1K | 0.15% | 66 |
|
|
2021
Q3 | $202K | Buy |
+3,740
| New | +$202K | 0.15% | 58 |
|
|
2021
Q2 | – | Sell |
-3,760
| Closed | -$219K | – | 66 |
|
|
2021
Q1 | $219K | Buy |
3,760
+136
| +4% | +$7.92K | 0.16% | 57 |
|
|
2020
Q4 | $213K | Buy |
3,624
+61
| +2% | +$3.58K | 0.17% | 58 |
|
|
2020
Q3 | $212K | Buy |
+3,563
| New | +$212K | 0.18% | 56 |
|
|
2020
Q1 | – | Sell |
-3,563
| Closed | -$219K | – | 77 |
|
|
2019
Q4 | $219K | Hold |
3,563
| – | – | 0.14% | 68 |
|
|
2019
Q3 | $215K | Hold |
3,563
| – | – | 0.16% | 67 |
|
|
2019
Q2 | $204K | Hold |
3,563
| – | – | 0.15% | 66 |
|
|
2019
Q1 | $211K | Buy |
+3,563
| New | +$211K | 0.16% | 67 |
|
|
2018
Q3 | – | Sell |
-3,674
| Closed | -$20K | – | 74 |
|
|
2018
Q2 | $20K | Buy |
+3,674
| New | +$20K | 0.02% | 69 |
|
|
2017
Q2 | – | Sell |
-4,430
| Closed | -$216K | – | 70 |
|
|
2017
Q1 | $216K | Buy |
4,430
+70
| +2% | +$3.41K | 0.21% | 63 |
|
|
2016
Q4 | $233K | Buy |
+4,360
| New | +$233K | 0.25% | 57 |
|