MWS
Maxwell Wealth Strategies’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $937K | Sell |
23,429
-5,158
| -18% | -$206K | 0.38% | 65 |
|
|
2024
Q3 | $1.18M | Buy |
28,587
+7,428
| +35% | +$306K | 0.5% | 60 |
|
|
2024
Q2 | $873K | Buy |
21,159
+40
| +0.2% | +$1.65K | 0.43% | 66 |
|
|
2024
Q1 | $852K | Buy |
+21,119
| New | +$852K | 0.43% | 65 |
|