Peak Financial Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8,202
| Closed | -$323K | – | 76 |
|
|
2022
Q4 | $323K | Sell |
8,202
-1,057
| -11% | -$41.6K | 0.29% | 42 |
|
|
2022
Q3 | $352K | Sell |
9,259
-1,847
| -17% | -$70.2K | 0.43% | 39 |
|
|
2022
Q2 | $564K | Buy |
11,106
+463
| +4% | +$23.5K | 0.56% | 39 |
|
|
2022
Q1 | $542K | Buy |
+10,643
| New | +$542K | 0.46% | 49 |
|