Curated Wealth Partners’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 |
-5,588
| Closed | -$208K | – | 146 |
|
|
2023
Q2 | $208K | Sell |
5,588
-644
| -10% | -$24K | 0.04% | 129 |
|
|
2023
Q1 | $242K | Buy |
6,232
+450
| +8% | +$17.5K | 0.05% | 111 |
|
|
2022
Q4 | $228K | Buy |
+5,782
| New | +$228K | 0.06% | 115 |
|
|
2022
Q3 | – | Sell |
-4,842
| Closed | -$245K | – | 135 |
|
|
2022
Q2 | $245K | Sell |
4,842
-1,358
| -22% | -$68.7K | 0.07% | 112 |
|
|
2022
Q1 | $321K | Hold |
6,200
| – | – | 0.11% | 104 |
|
|
2021
Q4 | $321K | Buy |
6,200
+154
| +3% | +$7.97K | 0.1% | 107 |
|
|
2021
Q3 | $327K | Buy |
6,046
+115
| +2% | +$6.22K | 0.18% | 105 |
|
|
2021
Q2 | $332K | Buy |
5,931
+311
| +6% | +$17.4K | 0.18% | 106 |
|
|
2021
Q1 | $327K | Buy |
+5,620
| New | +$327K | 0.2% | 100 |
|