LAS
LWM Advisory Services’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,209
| Closed | -$388K | – | 124 |
|
|
2022
Q3 | $388K | Buy |
10,209
+1,119
| +12% | +$42.5K | 0.44% | 70 |
|
|
2022
Q2 | $462K | Buy |
9,090
+1,627
| +22% | +$82.7K | 0.55% | 55 |
|
|
2022
Q1 | $383K | Buy |
7,463
+2,371
| +47% | +$122K | 0.48% | 64 |
|
|
2021
Q4 | $265K | Buy |
+5,092
| New | +$265K | 0.33% | 86 |
|