Kellett Wealth Advisors’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-4,097
Closed -$208K 59
2022
Q2
$208K Buy
4,097
+3
+0.1% +$152 0.27% 53
2022
Q1
$209K Buy
+4,094
New +$209K 0.17% 61