CM 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	-8,278	Closed	-$287K	–	174
2023 Q2	$287K	Sell	8,278 -19,190	-70%	-$666K	0.09%	108
2023 Q1	$1.03M	Buy	+27,468	New	+$1.03M	0.2%	156