Guerra Pan Advisors’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 |
-7,625
| Closed | -$284K | – | 102 |
|
|
2023
Q2 | $284K | Sell |
7,625
-2,133
| -22% | -$79.3K | 0.31% | 73 |
|
|
2023
Q1 | $379K | Buy |
9,758
+610
| +7% | +$23.7K | 0.48% | 57 |
|
|
2022
Q4 | $360K | Sell |
9,148
-1,214
| -12% | -$47.8K | 0.49% | 57 |
|
|
2022
Q3 | $382K | Sell |
10,362
-100
| -1% | -$3.69K | 0.56% | 56 |
|
|
2022
Q2 | $483K | Hold |
10,462
| – | – | 0.6% | 55 |
|
|
2022
Q1 | $507K | Hold |
10,462
| – | – | 0.61% | 54 |
|
|
2021
Q4 | $544K | Buy |
+10,462
| New | +$544K | 0.54% | 57 |
|