Worth Financial Advisory Group’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-5,684
Closed -$211K 127
2023
Q2
$211K Sell
5,684
-296
-5% -$11K 0.2% 113
2023
Q1
$233K Sell
5,980
-927
-13% -$36.1K 0.22% 106
2022
Q4
$272K Buy
+6,907
New +$272K 0.32% 84