Alaethes Wealth’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,984
| Closed | -$152K | – | 288 |
|
|
2022
Q1 | $152K | Sell |
2,984
-324
| -10% | -$16.5K | 0.1% | 106 |
|
|
2021
Q4 | $172K | Sell |
3,308
-16,130
| -83% | -$839K | 0.11% | 100 |
|
|
2021
Q3 | $1.05M | Buy |
19,438
+3,324
| +21% | +$180K | 0.76% | 51 |
|
|
2021
Q2 | $903K | Buy |
16,114
+402
| +3% | +$22.5K | 0.7% | 59 |
|
|
2021
Q1 | $914K | Buy |
+15,712
| New | +$914K | 0.85% | 42 |
|