CCG Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,893
| Closed | -$299K | – | 114 |
|
|
2022
Q2 | $299K | Sell |
5,893
-5
| -0.1% | -$254 | 0.17% | 68 |
|
|
2022
Q1 | $300K | Buy |
+5,898
| New | +$300K | 0.15% | 83 |
|
|
2021
Q1 | – | Sell |
-3,618
| Closed | -$213K | – | 90 |
|
|
2020
Q4 | $213K | Sell |
3,618
-365
| -9% | -$21.5K | 0.22% | 71 |
|
|
2020
Q3 | $237K | Buy |
+3,983
| New | +$237K | 0.22% | 50 |
|
|
2020
Q1 | – | Sell |
-3,477
| Closed | -$213K | – | 100 |
|
|
2019
Q4 | $213K | Sell |
3,477
-418
| -11% | -$25.6K | 0.13% | 95 |
|
|
2019
Q3 | $235K | Buy |
+3,895
| New | +$235K | 0.16% | 71 |
|