TKG Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,653
| Closed | -$251K | – | 113 |
|
|
2023
Q4 | $251K | Sell |
6,653
-2,079
| -24% | -$78.4K | 0.15% | 84 |
|
|
2023
Q3 | $283K | Buy |
8,732
+1,051
| +14% | +$34.1K | 0.19% | 79 |
|
|
2023
Q2 | $286K | Buy |
7,681
+1,706
| +29% | +$63.4K | 0.19% | 79 |
|
|
2023
Q1 | $232K | Buy |
+5,975
| New | +$232K | 0.14% | 78 |
|
|
2022
Q3 | – | Sell |
-4,614
| Closed | -$234K | – | 83 |
|
|
2022
Q2 | $234K | Buy |
4,614
+107
| +2% | +$5.43K | 0.2% | 67 |
|
|
2022
Q1 | $230K | Buy |
+4,507
| New | +$230K | 0.18% | 79 |
|