CCIA
Cherry Creek Investment Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-12,806
| Closed | -$476K | – | 101 |
|
|
2023
Q2 | $476K | Sell |
12,806
-1,281
| -9% | -$47.6K | 0.32% | 54 |
|
|
2023
Q1 | $548K | Sell |
14,087
-8,181
| -37% | -$318K | 0.4% | 48 |
|
|
2022
Q4 | $877K | Sell |
22,268
-4,003
| -15% | -$158K | 0.68% | 34 |
|
|
2022
Q3 | $998K | Sell |
26,271
-2,207
| -8% | -$83.8K | 0.83% | 31 |
|
|
2022
Q2 | $1.45M | Sell |
28,478
-3,513
| -11% | -$178K | 1.17% | 23 |
|
|
2022
Q1 | $1.63M | Buy |
31,991
+1,585
| +5% | +$80.8K | 1.07% | 26 |
|
|
2021
Q4 | $1.58M | Sell |
30,406
-9,402
| -24% | -$489K | 0.98% | 32 |
|
|
2021
Q3 | $2.15M | Buy |
39,808
+6,405
| +19% | +$346K | 1.43% | 20 |
|
|
2021
Q2 | $1.87M | Buy |
+33,403
| New | +$1.87M | 1.23% | 24 |
|