Borer Denton & Associates’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 |
-5,782
| Closed | -$215K | – | 63 |
|
|
2023
Q2 | $215K | Hold |
5,782
| – | – | 0.08% | 62 |
|
|
2023
Q1 | $225K | Sell |
5,782
-2,003
| -26% | -$77.9K | 0.09% | 61 |
|
|
2022
Q4 | $307K | Hold |
7,785
| – | – | 0.14% | 53 |
|
|
2022
Q3 | $296K | Buy |
7,785
+523
| +7% | +$19.9K | 0.15% | 51 |
|
|
2022
Q2 | $369K | Sell |
7,262
-887
| -11% | -$45K | 0.18% | 48 |
|
|
2022
Q1 | $415K | Buy |
+8,149
| New | +$415K | 0.17% | 48 |
|