Perfromance Wealth Partners’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 |
-5,398
| Closed | -$202K | – | 186 |
|
|
2023
Q2 | $202K | Buy |
5,398
+124
| +2% | +$4.65K | 0.01% | 179 |
|
|
2023
Q1 | $205K | Sell |
5,274
-280
| -5% | -$10.9K | 0.01% | 172 |
|
|
2022
Q4 | $219K | Sell |
5,554
-72
| -1% | -$2.84K | 0.01% | 153 |
|
|
2022
Q3 | $214K | Buy |
5,626
+2
| +0% | +$76 | 0.01% | 151 |
|
|
2022
Q2 | $285K | Sell |
5,624
-150
| -3% | -$7.6K | 0.02% | 130 |
|
|
2022
Q1 | $294K | Sell |
5,774
-876
| -13% | -$44.6K | 0.01% | 137 |
|
|
2021
Q4 | $346K | Buy |
+6,650
| New | +$346K | 0.01% | 136 |
|