Clearview Wealth 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 |
-969
| Closed | -$36.1K | – | 640 |
|
2023
Q2 | $36.1K | Buy |
969
+10
| +1% | +$372 | 0.04% | 215 |
|
2023
Q1 | $37.3K | Sell |
959
-64
| -6% | -$2.49K | 0.04% | 215 |
|
2022
Q4 | $40.3K | Sell |
1,023
-56
| -5% | -$2.21K | 0.03% | 177 |
|
2022
Q3 | $41K | Buy |
1,079
+8
| +0.7% | +$304 | 0.03% | 189 |
|
2022
Q2 | $54K | Sell |
1,071
-116
| -10% | -$5.85K | 0.04% | 179 |
|
2022
Q1 | $61K | Sell |
1,187
-177
| -13% | -$9.1K | 0.04% | 181 |
|
2021
Q4 | $71K | Sell |
1,364
-1,722
| -56% | -$89.6K | 0.04% | 197 |
|
2021
Q3 | $167K | Sell |
3,086
-1,112
| -26% | -$60.2K | 0.11% | 124 |
|
2021
Q2 | $235K | Sell |
4,198
-980
| -19% | -$54.9K | 0.15% | 105 |
|
2021
Q1 | $301K | Buy |
5,178
+8
| +0.2% | +$465 | 0.2% | 94 |
|
2020
Q4 | $304K | Buy |
+5,170
| New | +$304K | 0.2% | 88 |
|