Nikulski Financial’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-5,697
| Closed | -$256K | – | 140 |
|
2024
Q3 | $256K | Buy |
5,697
+370
| +7% | +$16.6K | 0.08% | 116 |
|
2024
Q2 | $220K | Buy |
5,327
+1
| +0% | +$41 | 0.07% | 118 |
|
2024
Q1 | $223K | Sell |
5,326
-57
| -1% | -$2.39K | 0.07% | 119 |
|
2023
Q4 | $203K | Buy |
+5,383
| New | +$203K | 0.07% | 132 |
|
2023
Q2 | – | Sell |
-5,918
| Closed | -$230K | – | 133 |
|
2023
Q1 | $230K | Buy |
+5,918
| New | +$230K | 0.1% | 119 |
|