Northstar Wealth Partners’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2.41M | Sell |
40,475
-6,814
| -14% | -$405K | 1.12% | 33 |
|
|
2020
Q2 | $2.61M | Buy |
47,289
+2,188
| +5% | +$121K | 1.09% | 26 |
|
|
2020
Q1 | $2.42M | Buy |
45,101
+6,482
| +17% | +$348K | 1.23% | 22 |
|
|
2019
Q4 | $2.37M | Buy |
38,619
+612
| +2% | +$37.6K | 0.97% | 30 |
|
|
2019
Q3 | $2.29M | Sell |
38,007
-1,330
| -3% | -$80.3K | 1.01% | 27 |
|
|
2019
Q2 | $2.25M | Sell |
39,337
-354
| -0.9% | -$20.2K | 1% | 29 |
|
|
2019
Q1 | $2.35M | Sell |
39,691
-102
| -0.3% | -$6.03K | 1.08% | 27 |
|
|
2018
Q4 | $2.24M | Buy |
39,793
+6
| +0% | +$337 | 1.17% | 24 |
|
|
2018
Q3 | $2.12M | Buy |
39,787
+1,241
| +3% | +$66.3K | 1.02% | 29 |
|
|
2018
Q2 | $1.94M | Buy |
38,546
+74
| +0.2% | +$3.72K | 0.97% | 31 |
|
|
2018
Q1 | $1.84M | Buy |
38,472
+5,816
| +18% | +$278K | 0.94% | 32 |
|
|
2017
Q4 | $1.71M | Sell |
32,656
-1,285
| -4% | -$67.3K | 1.52% | 15 |
|
|
2017
Q3 | $1.66M | Sell |
33,941
-109
| -0.3% | -$5.34K | 1.62% | 15 |
|
|
2017
Q2 | $1.47M | Sell |
34,050
-1,491
| -4% | -$64.4K | 1.34% | 21 |
|
|
2017
Q1 | $1.74M | Buy |
+35,541
| New | +$1.74M | 1.62% | 16 |
|