Milestone Investment Advisors’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-3,511
Closed -$114K 430
2023
Q3
$114K Buy
+3,511
New +$114K 0.03% 139
2023
Q2
Sell
-5,233
Closed -$204K 426
2023
Q1
$204K Buy
+5,233
New +$204K 0.06% 104