SWS
SYSTM Wealth Solutions’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,740
| Closed | -$237K | – | 624 |
|
|
2024
Q2 | $237K | Sell |
5,740
-13,940
| -71% | -$575K | 0.05% | 181 |
|
|
2024
Q1 | $826K | Sell |
19,680
-1,629
| -8% | -$68.4K | 0.1% | 225 |
|
|
2023
Q4 | $803K | Buy |
21,309
+6,614
| +45% | +$249K | 0.11% | 223 |
|
|
2023
Q3 | $476K | Sell |
14,695
-37,429
| -72% | -$1.21M | 0.07% | 292 |
|
|
2023
Q2 | $1.94M | Sell |
52,124
-14,671
| -22% | -$546K | 0.26% | 105 |
|
|
2023
Q1 | $2.6M | Buy |
66,795
+3,685
| +6% | +$143K | 0.4% | 66 |
|
|
2022
Q4 | $2.49M | Buy |
+63,110
| New | +$2.49M | 0.31% | 88 |
|