CPA
Clear Perspective Advisors’s Norfolk Southern NSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,189
| Closed | -$229K | – | 192 |
|
|
2019
Q1 | $229K | Buy |
+1,189
| New | +$229K | 0.16% | 128 |
|
|
2018
Q4 | – | Sell |
-1,189
| Closed | -$215K | – | 142 |
|
|
2018
Q3 | $215K | Sell |
1,189
-60
| -5% | -$10.8K | 0.16% | 138 |
|
|
2018
Q2 | $188K | Hold |
1,249
| – | – | 0.13% | 138 |
|
|
2018
Q1 | $170K | Hold |
1,249
| – | – | 0.13% | 145 |
|
|
2017
Q4 | $181K | Hold |
1,249
| – | – | 0.14% | 140 |
|
|
2017
Q3 | $165K | Hold |
1,249
| – | – | 0.13% | 142 |
|
|
2017
Q2 | $152K | Sell |
1,249
-100
| -7% | -$12.2K | 0.13% | 140 |
|
|
2017
Q1 | $151K | Hold |
1,349
| – | – | 0.1% | 139 |
|
|
2016
Q4 | $146K | Buy |
+1,349
| New | +$146K | 0.1% | 141 |
|