Keystone Wealth Services’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 |
-7,682
| Closed | -$286K | – | 217 |
|
|
2023
Q2 | $286K | Sell |
7,682
-532
| -6% | -$19.8K | 0.11% | 161 |
|
|
2023
Q1 | $319K | Sell |
8,214
-1,276
| -13% | -$49.6K | 0.13% | 146 |
|
|
2022
Q4 | $374K | Sell |
9,490
-115
| -1% | -$4.53K | 0.16% | 124 |
|
|
2022
Q3 | $365K | Buy |
9,605
+14
| +0.1% | +$532 | 0.17% | 106 |
|
|
2022
Q2 | $487K | Buy |
9,591
+568
| +6% | +$28.8K | 0.22% | 92 |
|
|
2022
Q1 | $460K | Buy |
9,023
+62
| +0.7% | +$3.16K | 0.18% | 103 |
|
|
2021
Q4 | $466K | Buy |
+8,961
| New | +$466K | 0.19% | 98 |
|