Alera Investment Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $704K | Buy |
15,682
+982
| +7% | +$44.1K | 0.08% | 99 |
|
|
2024
Q2 | $606K | Buy |
+14,700
| New | +$606K | 0.07% | 109 |
|
|
2022
Q4 | – | Sell |
-15,013
| Closed | -$569K | – | 184 |
|
|
2022
Q3 | $569K | Sell |
15,013
-1,612
| -10% | -$61.1K | 0.16% | 89 |
|
|
2022
Q2 | $843K | Buy |
16,625
+1,633
| +11% | +$82.8K | 0.24% | 58 |
|
|
2022
Q1 | $764K | Buy |
+14,992
| New | +$764K | 0.17% | 80 |
|
|
2019
Q2 | – | Sell |
-2,841
| Closed | -$168K | – | 999 |
|
|
2019
Q1 | $168K | Sell |
2,841
-2,488
| -47% | -$147K | 0.08% | 81 |
|
|
2018
Q4 | $300K | Buy |
+5,329
| New | +$300K | 0.18% | 64 |
|