Compass Financial Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,998
| Closed | -$311K | – | 115 |
|
|
2023
Q1 | $311K | Sell |
7,998
-219
| -3% | -$8.52K | 0.39% | 88 |
|
|
2022
Q4 | $324K | Buy |
8,217
+545
| +7% | +$21.5K | 0.44% | 79 |
|
|
2022
Q3 | $291K | Buy |
7,672
+62
| +0.8% | +$2.35K | 0.43% | 81 |
|
|
2022
Q2 | $386K | Buy |
7,610
+430
| +6% | +$21.8K | 0.53% | 69 |
|
|
2022
Q1 | $366K | Buy |
7,180
+1,789
| +33% | +$91.2K | 0.4% | 87 |
|
|
2021
Q4 | $280K | Buy |
+5,391
| New | +$280K | 0.31% | 107 |
|