NEIRG Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-9,046
| Closed | -$336K | – | 124 |
|
2023
Q2 | $336K | Sell |
9,046
-1,023
| -10% | -$38K | 0.06% | 113 |
|
2023
Q1 | $392K | Buy |
10,069
+340
| +3% | +$13.2K | 0.07% | 113 |
|
2022
Q4 | $383K | Sell |
9,729
-947
| -9% | -$37.3K | 0.07% | 117 |
|
2022
Q3 | $405K | Sell |
10,676
-73,172
| -87% | -$2.78M | 0.08% | 109 |
|
2022
Q2 | $4.26M | Buy |
83,848
+25,272
| +43% | +$1.28M | 0.93% | 29 |
|
2022
Q1 | $2.98M | Buy |
58,576
+9,430
| +19% | +$480K | 0.58% | 48 |
|
2021
Q4 | $2.55M | Buy |
+49,146
| New | +$2.55M | 0.49% | 46 |
|