IronBridge Private Wealth’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-77,941
| Closed | -$3.03M | – | 43 |
|
|
2023
Q1 | $3.03M | Buy |
+77,941
| New | +$3.03M | 1.94% | 19 |
|
|
2021
Q4 | – | Sell |
-200
| Closed | -$11K | – | 334 |
|
|
2021
Q3 | $11K | Hold |
200
| – | – | 0.01% | 141 |
|
|
2021
Q2 | $11K | Hold |
200
| – | – | 0.01% | 145 |
|
|
2021
Q1 | $12K | Hold |
200
| – | – | 0.01% | 138 |
|
|
2020
Q4 | $12K | Buy |
+200
| New | +$12K | 0.01% | 130 |
|