Cardiff Park Advisors’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 |
-5,864
| Closed | -$218K | – | 330 |
|
|
2023
Q2 | $218K | Buy |
5,864
+1
| +0% | +$37 | 0.03% | 220 |
|
|
2023
Q1 | $228K | Buy |
5,863
+1
| +0% | +$39 | 0.03% | 212 |
|
|
2022
Q4 | $231K | Buy |
5,862
+568
| +11% | +$22.4K | 0.03% | 216 |
|
|
2022
Q3 | $201K | Sell |
5,294
-5,334
| -50% | -$203K | 0.03% | 225 |
|
|
2022
Q2 | $539K | Buy |
10,628
+491
| +5% | +$24.9K | 0.08% | 132 |
|
|
2022
Q1 | $516K | Buy |
10,137
+157
| +2% | +$7.99K | 0.07% | 137 |
|
|
2021
Q4 | $519K | Buy |
+9,980
| New | +$519K | 0.07% | 134 |
|