KLR Investment Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $350K | Sell |
8,920
-687
| -7% | -$27K | 0.25% | 116 |
|
|
2023
Q4 | $362K | Sell |
9,607
-2,524
| -21% | -$95.2K | 0.26% | 116 |
|
|
2023
Q3 | $472K | Buy |
12,131
+2,063
| +20% | +$80.2K | 0.43% | 70 |
|
|
2023
Q2 | $374K | Sell |
10,068
-2,569
| -20% | -$95.5K | 0.31% | 107 |
|
|
2023
Q1 | $491K | Buy |
12,637
+4,144
| +49% | +$161K | 0.43% | 72 |
|
|
2022
Q4 | $335K | Buy |
+8,493
| New | +$335K | 0.28% | 123 |
|