Triad Financial Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $291K | Buy |
8,964
+311
| +4% | +$10.1K | 0.1% | 80 |
|
|
2023
Q2 | $322K | Buy |
8,653
+23
| +0.3% | +$855 | 0.13% | 67 |
|
|
2023
Q1 | $336K | Sell |
8,630
-240
| -3% | -$9.33K | 0.15% | 63 |
|
|
2022
Q4 | $349K | Sell |
8,870
-379
| -4% | -$14.9K | 0.16% | 73 |
|
|
2022
Q3 | $351K | Sell |
9,249
-697
| -7% | -$26.5K | 0.19% | 62 |
|
|
2022
Q2 | $505K | Sell |
9,946
-927
| -9% | -$47.1K | 0.28% | 42 |
|
|
2022
Q1 | $554K | Sell |
10,873
-636
| -6% | -$32.4K | 0.3% | 44 |
|
|
2021
Q4 | $598K | Buy |
+11,509
| New | +$598K | 0.35% | 42 |
|