Barnes Pettey Financial 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 |
-7,126
| Closed | -$231K | – | 100 |
|
|
2023
Q3 | $231K | Sell |
7,126
-594
| -8% | -$19.3K | 0.21% | 84 |
|
|
2023
Q2 | $287K | Buy |
7,720
+205
| +3% | +$7.62K | 0.25% | 74 |
|
|
2023
Q1 | $292K | Sell |
7,515
-3,445
| -31% | -$134K | 0.28% | 74 |
|
|
2022
Q4 | $432K | Buy |
10,960
+2
| +0% | +$79 | 0.45% | 53 |
|
|
2022
Q3 | $416K | Sell |
10,958
-139
| -1% | -$5.28K | 0.57% | 47 |
|
|
2022
Q2 | $563K | Buy |
11,097
+401
| +4% | +$20.3K | 0.73% | 38 |
|
|
2022
Q1 | $545K | Sell |
10,696
-625
| -6% | -$31.8K | 0.66% | 41 |
|
|
2021
Q4 | $588K | Buy |
+11,321
| New | +$588K | 0.68% | 40 |
|