RAG
RIA Advisory Group’s Verizon VZ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-3,658
| Closed | -$874K | – | 216 |
|
2023
Q4 | $874K | Sell |
3,658
-15,611
| -81% | -$3.73M | 0.36% | 38 |
|
2023
Q3 | $625K | Buy |
19,269
+2,213
| +13% | +$71.7K | 0.28% | 50 |
|
2023
Q2 | $634K | Buy |
17,056
+5,620
| +49% | +$209K | 0.27% | 56 |
|
2023
Q1 | $445K | Sell |
11,436
-96,834
| -89% | -$3.77M | 0.2% | 70 |
|
2022
Q4 | $4.22M | Buy |
+108,270
| New | +$4.22M | 2.44% | 11 |
|