Financial Synergies Wealth Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-994
| Closed | -$41.7K | – | 473 |
|
|
2024
Q1 | $41.7K | Buy |
994
+950
| +2,159% | +$39.9K | 0.01% | 141 |
|
|
2023
Q4 | $1.73K | Sell |
44
-930
| -95% | -$36.7K | ﹤0.01% | 257 |
|
|
2023
Q3 | $31.6K | Buy |
974
+13
| +1% | +$421 | ﹤0.01% | 144 |
|
|
2023
Q2 | $35.7K | Sell |
961
-257
| -21% | -$9.56K | 0.01% | 126 |
|
|
2023
Q1 | $47.4K | Buy |
1,218
+1,174
| +2,668% | +$45.7K | 0.01% | 112 |
|
|
2022
Q4 | $1.73K | Buy |
+44
| New | +$1.73K | ﹤0.01% | 257 |
|
|
2022
Q3 | – | Sell |
-20
| Closed | -$1.02K | – | 522 |
|
|
2022
Q2 | $1.02K | Buy |
+20
| New | +$1.02K | ﹤0.01% | 307 |
|