TIAM2
Tru Independence Asset Management 2’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $269K | Buy |
+6,925
| New | +$269K | 0.27% | 58 |
|
|
2022
Q3 | – | Sell |
-4,338
| Closed | -$220K | – | 85 |
|
|
2022
Q2 | $220K | Sell |
4,338
-3,876
| -47% | -$197K | 0.18% | 59 |
|
|
2022
Q1 | $418K | Sell |
8,214
-170
| -2% | -$8.65K | 0.24% | 52 |
|
|
2021
Q4 | $436K | Sell |
8,384
-10,614
| -56% | -$552K | 0.23% | 77 |
|
|
2021
Q3 | $1.03M | Buy |
18,998
+12,566
| +195% | +$679K | 0.73% | 28 |
|
|
2021
Q2 | $360K | Buy |
6,432
+221
| +4% | +$12.4K | 0.25% | 83 |
|
|
2021
Q1 | $361K | Sell |
6,211
-285
| -4% | -$16.6K | 0.29% | 74 |
|
|
2020
Q4 | $382K | Buy |
+6,496
| New | +$382K | 0.32% | 68 |
|