Sterling Group Wealth Management’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
-5,945
Closed -$221K 52
2023
Q2
$221K Buy
5,945
+8
+0.1% +$297 0.19% 47
2023
Q1
$231K Buy
5,937
+7
+0.1% +$272 0.22% 46
2022
Q4
$234K Buy
+5,930
New +$234K 0.23% 42