Northern Capital Management (Wisconsin)’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-52,986
| Closed | -$2.45M | – | 152 |
|
2015
Q4 | $2.45M | Sell |
52,986
-13,161
| -20% | -$608K | 1.07% | 36 |
|
2015
Q3 | $2.88M | Sell |
66,147
-5,024
| -7% | -$219K | 1.25% | 24 |
|
2015
Q2 | $3.32M | Sell |
71,171
-7,251
| -9% | -$338K | 1.54% | 19 |
|
2015
Q1 | $3.81M | Sell |
78,422
-98
| -0.1% | -$4.77K | 1.83% | 4 |
|
2014
Q4 | $3.67M | Buy |
78,520
+3,922
| +5% | +$183K | 1.81% | 8 |
|
2014
Q3 | $3.73M | Buy |
74,598
+3,961
| +6% | +$198K | 1.89% | 4 |
|
2014
Q2 | $3.46M | Sell |
70,637
-6,262
| -8% | -$306K | 1.71% | 7 |
|
2014
Q1 | $3.66M | Buy |
76,899
+27,584
| +56% | +$1.31M | 1.82% | 2 |
|
2013
Q4 | $2.42M | Buy |
49,315
+11,120
| +29% | +$546K | 1.27% | 34 |
|
2013
Q3 | $1.78M | Buy |
+38,195
| New | +$1.78M | 1.04% | 45 |
|