SFA
Source Financial Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,434
| Closed | -$231K | – | 120 |
|
|
2021
Q4 | $231K | Buy |
4,434
+350
| +9% | +$18.2K | 0.06% | 101 |
|
|
2021
Q3 | $221K | Sell |
4,084
-543
| -12% | -$29.4K | 0.06% | 100 |
|
|
2021
Q2 | $259K | Sell |
4,627
-345
| -7% | -$19.3K | 0.07% | 96 |
|
|
2021
Q1 | $289K | Buy |
4,972
+930
| +23% | +$54.1K | 0.08% | 92 |
|
|
2020
Q4 | $237K | Buy |
+4,042
| New | +$237K | 0.06% | 99 |
|