Caliber Wealth Management (Utah)’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-7,991
Closed -$315K 90
2022
Q4
$315K Buy
+7,991
New +$315K 0.24% 74
2021
Q1
Sell
-19,826
Closed -$1.17M 78
2020
Q4
$1.17M Buy
+19,826
New +$1.17M 1.14% 41