Investmark Advisory Group’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,643
| Closed | -$213K | – | 122 |
|
|
2023
Q4 | $213K | Sell |
5,643
-7,055
| -56% | -$266K | 0.12% | 110 |
|
|
2023
Q3 | $412K | Buy |
12,698
+451
| +4% | +$14.6K | 0.28% | 66 |
|
|
2023
Q2 | $455K | Buy |
12,247
+573
| +5% | +$21.3K | 0.3% | 61 |
|
|
2023
Q1 | $454K | Sell |
11,674
-5,744
| -33% | -$223K | 0.33% | 54 |
|
|
2022
Q4 | $686K | Buy |
17,418
+10,259
| +143% | +$404K | 0.51% | 47 |
|
|
2022
Q3 | $271K | Sell |
7,159
-2,448
| -25% | -$92.7K | 0.24% | 74 |
|
|
2022
Q2 | $487K | Buy |
9,607
+2,698
| +39% | +$137K | 0.48% | 40 |
|
|
2022
Q1 | $351K | Sell |
6,909
-2,210
| -24% | -$112K | 0.36% | 53 |
|
|
2021
Q4 | $473K | Buy |
+9,119
| New | +$473K | 0.44% | 39 |
|