Madison Wealth Partners’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 |
-4,339
| Closed | -$220K | – | 78 |
|
|
2022
Q2 | $220K | Buy |
4,339
+147
| +4% | +$7.45K | 0.14% | 71 |
|
|
2022
Q1 | $214K | Buy |
+4,192
| New | +$214K | 0.12% | 75 |
|
|
2021
Q3 | – | Sell |
-3,715
| Closed | -$208K | – | 74 |
|
|
2021
Q2 | $208K | Buy |
+3,715
| New | +$208K | 0.12% | 71 |
|