NWP
PIV

Northstar Wealth Partners’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

Northstar Wealth Partners’s Portfolio PIV Stock Details PIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-8,855
Closed -$264K – 197
2018
Q1 		$264K Sell
8,855
-79
-0.9% -$2.36K 0.13% 161
2017
Q4 		$279K Sell
8,934
-129
-1% -$4.03K 0.25% 105
2017
Q3 		$263K Buy
+9,063
New +$263K 0.26% 101