Summit Wealth Group’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-159,367
| Closed | -$4K | – | 260 |
|
|
2023
Q1 | $4K | Buy |
+159,367
| New | +$4K | 0.1% | 64 |
|
|
2021
Q3 | – | Sell |
-2,743
| Closed | -$154K | – | 216 |
|
|
2021
Q2 | $154K | Buy |
2,743
+51
| +2% | +$2.86K | 0.23% | 32 |
|
|
2021
Q1 | $157K | Buy |
+2,692
| New | +$157K | 0.25% | 20 |
|