GDS Wealth Management’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 |
-15,820
| Closed | -$623K | – | 123 |
|
|
2022
Q4 | $623K | Sell |
15,820
-4,639
| -23% | -$183K | 0.12% | 69 |
|
|
2022
Q3 | $777K | Sell |
20,459
-3,322
| -14% | -$126K | 0.17% | 55 |
|
|
2022
Q2 | $1.21M | Sell |
23,781
-3,703
| -13% | -$188K | 0.27% | 53 |
|
|
2022
Q1 | $1.47M | Sell |
27,484
-180
| -0.7% | -$9.61K | 0.32% | 52 |
|
|
2021
Q4 | $1.44M | Buy |
+27,664
| New | +$1.44M | 0.32% | 52 |
|