Nvest Financial’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 |
-28,916
| Closed | -$1.08M | – | 67 |
|
|
2023
Q2 | $1.08M | Sell |
28,916
-1,285
| -4% | -$47.8K | 0.94% | 30 |
|
|
2023
Q1 | $1.17M | Sell |
30,201
-1,840
| -6% | -$71.6K | 1.22% | 28 |
|
|
2022
Q4 | $1.26M | Sell |
32,041
-501
| -2% | -$19.7K | 1.58% | 23 |
|
|
2022
Q3 | $1.24M | Buy |
32,542
+931
| +3% | +$35.4K | 1.75% | 19 |
|
|
2022
Q2 | $1.6M | Buy |
31,611
+1,562
| +5% | +$79.3K | 1.68% | 18 |
|
|
2022
Q1 | $1.53M | Buy |
+30,049
| New | +$1.53M | 1.26% | 28 |
|