Arbor Trust Wealth Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,444
| Closed | -$241K | – | 99 |
|
|
2023
Q3 | $241K | Sell |
7,444
-324
| -4% | -$10.5K | 0.16% | 78 |
|
|
2023
Q2 | $289K | Sell |
7,768
-1,350
| -15% | -$50.2K | 0.18% | 76 |
|
|
2023
Q1 | $355K | Sell |
9,118
-5,920
| -39% | -$230K | 0.23% | 71 |
|
|
2022
Q4 | $592K | Buy |
15,038
+6,385
| +74% | +$252K | 0.41% | 49 |
|
|
2022
Q3 | $329K | Sell |
8,653
-271
| -3% | -$10.3K | 0.25% | 71 |
|
|
2022
Q2 | $453K | Buy |
8,924
+357
| +4% | +$18.1K | 0.32% | 66 |
|
|
2022
Q1 | $436K | Sell |
8,567
-1,129
| -12% | -$57.5K | 0.26% | 70 |
|
|
2021
Q4 | $504K | Buy |
9,696
+225
| +2% | +$11.7K | 0.29% | 62 |
|
|
2021
Q3 | $512K | Sell |
9,471
-414
| -4% | -$22.4K | 0.32% | 59 |
|
|
2021
Q2 | $554K | Buy |
9,885
+130
| +1% | +$7.29K | 0.35% | 58 |
|
|
2021
Q1 | $569K | Sell |
9,755
-196
| -2% | -$11.4K | 0.38% | 57 |
|
|
2020
Q4 | $585K | Buy |
+9,951
| New | +$585K | 0.42% | 52 |
|
|
2020
Q3 | – | Sell |
-9,792
| Closed | -$540K | – | 88 |
|
|
2020
Q2 | $540K | Sell |
9,792
-461
| -4% | -$25.4K | 0.49% | 51 |
|
|
2020
Q1 | $551K | Sell |
10,253
-46
| -0.4% | -$2.47K | 0.58% | 46 |
|
|
2019
Q4 | $632K | Buy |
+10,299
| New | +$632K | 0.54% | 51 |
|