Montis Financial’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-13,404
| Closed | -$509K | – | 65 |
|
|
2022
Q3 | $509K | Sell |
13,404
-2,577
| -16% | -$97.9K | 0.49% | 30 |
|
|
2022
Q2 | $811K | Buy |
15,981
+58
| +0.4% | +$2.94K | 0.76% | 20 |
|
|
2022
Q1 | $811K | Buy |
15,923
+6,986
| +78% | +$356K | 0.63% | 23 |
|
|
2021
Q4 | $464K | Buy |
8,937
+4,953
| +124% | +$257K | 0.34% | 38 |
|
|
2021
Q3 | $217K | Sell |
3,984
-1,142
| -22% | -$62.2K | 0.18% | 60 |
|
|
2021
Q2 | $287K | Buy |
5,126
+527
| +11% | +$29.5K | 0.24% | 52 |
|
|
2021
Q1 | $268K | Buy |
4,599
+4
| +0.1% | +$233 | 0.25% | 53 |
|
|
2020
Q4 | $253K | Buy |
+4,595
| New | +$253K | 0.25% | 55 |
|