CLA (CliftonLarsonAllen) Wealth Advisors’s Norfolk Southern NSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,555
| Closed | -$372K | – | 255 |
|
|
2021
Q3 | $372K | Buy |
1,555
+7
| +0.5% | +$1.68K | 0.01% | 256 |
|
|
2021
Q2 | $411K | Buy |
+1,548
| New | +$411K | 0.02% | 248 |
|
|
2015
Q3 | – | Sell |
-2,460
| Closed | -$215K | – | 145 |
|
|
2015
Q2 | $215K | Buy |
+2,460
| New | +$215K | 0.04% | 152 |
|