BT Wealth Management’s Norfolk Southern NSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-4,770
| Closed | -$1.28M | – | 65 |
|
|
2021
Q1 | $1.28M | Sell |
4,770
-380
| -7% | -$102K | 0.43% | 23 |
|
|
2020
Q4 | $1.22M | Hold |
5,150
| – | – | 0.46% | 23 |
|
|
2020
Q3 | $1.1M | Hold |
5,150
| – | – | 0.48% | 23 |
|
|
2020
Q2 | $904K | Hold |
5,150
| – | – | 0.46% | 23 |
|
|
2020
Q1 | $752K | Hold |
5,150
| – | – | 0.43% | 24 |
|
|
2019
Q4 | $1M | Hold |
5,150
| – | – | 0.51% | 25 |
|
|
2019
Q3 | $925K | Hold |
5,150
| – | – | 0.52% | 24 |
|
|
2019
Q2 | $922K | Hold |
5,150
| – | – | 0.53% | 24 |
|
|
2019
Q1 | $962K | Sell |
5,150
-135
| -3% | -$25.2K | 0.57% | 23 |
|
|
2018
Q4 | $960K | Buy |
+5,285
| New | +$960K | 0.41% | 32 |
|