Financial Advisory Partners’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-38,588
| Closed | -$1.52M | – | 69 |
|
2022
Q4 | $1.52M | Sell |
38,588
-66,192
| -63% | -$2.61M | 0.63% | 50 |
|
2022
Q3 | $3.98M | Buy |
104,780
+1,272
| +1% | +$48.3K | 1.73% | 12 |
|
2022
Q2 | $5.25M | Buy |
103,508
+18,733
| +22% | +$951K | 2.17% | 7 |
|
2022
Q1 | $4.32M | Buy |
84,775
+7,086
| +9% | +$361K | 1.6% | 19 |
|
2021
Q4 | $4.04M | Buy |
+77,689
| New | +$4.04M | 1.47% | 31 |
|