Tilia Fiduciary Partners’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 |
-2,679
| Closed | -$99.6K | – | 498 |
|
|
2023
Q2 | $99.6K | Sell |
2,679
-135
| -5% | -$5.02K | 0.09% | 135 |
|
|
2023
Q1 | $109K | Sell |
2,814
-402
| -13% | -$15.6K | 0.1% | 128 |
|
|
2022
Q4 | $127K | Buy |
3,216
+5
| +0.2% | +$197 | 0.12% | 121 |
|
|
2022
Q3 | $115K | Buy |
3,211
+12
| +0.4% | +$430 | 0.12% | 122 |
|
|
2022
Q2 | $162K | Buy |
3,199
+12
| +0.4% | +$608 | 0.15% | 105 |
|
|
2022
Q1 | $162K | Buy |
3,187
+10
| +0.3% | +$508 | 0.14% | 116 |
|
|
2021
Q4 | $165K | Buy |
+3,177
| New | +$165K | 0.13% | 118 |
|