Trinity Financial 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 |
-13,708
| Closed | -$517K | – | 77 |
|
|
2023
Q4 | $517K | Sell |
13,708
-68
| -0.5% | -$2.56K | 0.25% | 37 |
|
|
2023
Q3 | $446K | Sell |
13,776
-2,791
| -17% | -$90.5K | 0.24% | 42 |
|
|
2023
Q2 | $616K | Buy |
16,567
+2,164
| +15% | +$80.5K | 0.33% | 28 |
|
|
2023
Q1 | $560K | Buy |
14,403
+198
| +1% | +$7.7K | 0.34% | 29 |
|
|
2022
Q4 | $560K | Sell |
14,205
-4,698
| -25% | -$185K | 0.37% | 27 |
|
|
2022
Q3 | $718K | Buy |
+18,903
| New | +$718K | 0.52% | 25 |
|