TFO Wealth Partners’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-335
| Closed | -$12.5K | – | 1099 |
|
|
2023
Q3 | $12.5K | Buy |
335
+35
| +12% | +$1.3K | ﹤0.01% | 155 |
|
|
2023
Q2 | $11.2K | Hold |
300
| – | – | ﹤0.01% | 150 |
|
|
2023
Q1 | $11.7K | Buy |
300
+296
| +7,400% | +$11.5K | ﹤0.01% | 104 |
|
|
2022
Q4 | $47 | Sell |
4
-296
| -99% | -$3.48K | ﹤0.01% | 861 |
|
|
2022
Q3 | $11K | Sell |
300
-59
| -16% | -$2.16K | ﹤0.01% | 86 |
|
|
2022
Q2 | $18K | Buy |
+359
| New | +$18K | ﹤0.01% | 91 |
|
|
2021
Q4 | – | Sell |
-2
| Closed | – | – | 199 |
|
|
2021
Q3 | $0 | Sell |
2
-93
| -98% | – | ﹤0.01% | 187 |
|
|
2021
Q2 | $5K | Buy |
+95
| New | +$5K | ﹤0.01% | 91 |
|
|
2020
Q4 | – | Sell |
-2,747
| Closed | -$163K | – | 173 |
|
|
2020
Q3 | $163K | Hold |
2,747
| – | – | 0.06% | 31 |
|
|
2020
Q2 | $151K | Hold |
2,747
| – | – | 0.06% | 34 |
|
|
2020
Q1 | $147K | Sell |
2,747
-300
| -10% | -$16.1K | 0.06% | 36 |
|
|
2019
Q4 | $187K | Buy |
+3,047
| New | +$187K | 0.17% | 30 |
|