Willner & Heller’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-4,943
Closed -$251K 119
2022
Q2
$251K Sell
4,943
-134
-3% -$6.8K 0.39% 101
2022
Q1
$264K Buy
5,077
+6
+0.1% +$312 0.32% 111
2021
Q4
$274K Buy
+5,071
New +$274K 0.36% 99