Northstar Wealth Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $846K | Sell |
4,235
-7,431
| -64% | -$1.48M | 0.39% | 70 |
|
|
2020
Q2 | $2.25M | Buy |
11,666
+224
| +2% | +$43.3K | 0.94% | 36 |
|
|
2020
Q1 | $1.84M | Sell |
11,442
-133
| -1% | -$21.4K | 0.94% | 31 |
|
|
2019
Q4 | $2.18M | Sell |
11,575
-1,779
| -13% | -$334K | 0.89% | 33 |
|
|
2019
Q3 | $2.3M | Buy |
13,354
+236
| +2% | +$40.6K | 1.01% | 26 |
|
|
2019
Q2 | $2.28M | Sell |
13,118
-194
| -1% | -$33.7K | 1.01% | 28 |
|
|
2019
Q1 | $2.08M | Sell |
13,312
-521
| -4% | -$81.4K | 0.95% | 33 |
|
|
2018
Q4 | $1.83M | Buy |
13,833
+64
| +0.5% | +$8.44K | 0.96% | 34 |
|
|
2018
Q3 | $2.07M | Sell |
13,769
-178
| -1% | -$26.7K | 0.99% | 32 |
|
|
2018
Q2 | $1.85M | Buy |
13,947
+108
| +0.8% | +$14.3K | 0.92% | 34 |
|
|
2018
Q1 | $1.66M | Buy |
13,839
+3,483
| +34% | +$417K | 0.85% | 36 |
|
|
2017
Q4 | $1.24M | Buy |
10,356
+319
| +3% | +$38.1K | 1.1% | 29 |
|
|
2017
Q3 | $1.07M | Buy |
10,037
+240
| +2% | +$25.7K | 1.05% | 30 |
|
|
2017
Q2 | $931K | Buy |
9,797
+897
| +10% | +$85.2K | 0.85% | 37 |
|
|
2017
Q1 | $792K | Buy |
+8,900
| New | +$792K | 0.74% | 40 |
|