IAM Advisory’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 |
-23,448
| Closed | -$924K | – | 100 |
|
|
2022
Q4 | $924K | Sell |
23,448
-2,985
| -11% | -$118K | 0.34% | 41 |
|
|
2022
Q3 | $1M | Buy |
26,433
+2,969
| +13% | +$113K | 0.42% | 39 |
|
|
2022
Q2 | $1.19M | Buy |
23,464
+1,179
| +5% | +$59.8K | 0.49% | 28 |
|
|
2022
Q1 | $1.14M | Buy |
22,285
+4,126
| +23% | +$210K | 0.46% | 34 |
|
|
2021
Q4 | $978K | Buy |
18,159
+2,015
| +12% | +$109K | 0.39% | 41 |
|
|
2021
Q3 | $842K | Buy |
+16,144
| New | +$842K | 0.36% | 48 |
|
|
2021
Q2 | – | Sell |
-14,909
| Closed | -$864K | – | 103 |
|
|
2021
Q1 | $864K | Buy |
14,909
+447
| +3% | +$25.9K | 0.38% | 42 |
|
|
2020
Q4 | $792K | Buy |
+14,462
| New | +$792K | 0.4% | 39 |
|