Alpha Family Trust’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-11,675
| Closed | -$434K | – | 140 |
|
|
2023
Q2 | $434K | Buy |
11,675
+2,145
| +23% | +$79.8K | 0.3% | 56 |
|
|
2023
Q1 | $371K | Buy |
9,530
+1,345
| +16% | +$52.3K | 0.29% | 67 |
|
|
2022
Q4 | $322K | Buy |
+8,185
| New | +$322K | 0.29% | 72 |
|
|
2022
Q3 | – | Sell |
-6,320
| Closed | -$321K | – | 62 |
|
|
2022
Q2 | $321K | Buy |
+6,320
| New | +$321K | 0.2% | 33 |
|