Concert 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 | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | – | Sell |
-2,711
| Closed | -$295K | – | 341 |
|
2017
Q1 | $295K | Sell |
2,711
-68
| -2% | -$7.4K | 0.07% | 351 |
|
2016
Q4 | $302K | Sell |
2,779
-460
| -14% | -$50K | 0.07% | 352 |
|
2016
Q3 | $313K | Sell |
3,239
-14
| -0.4% | -$1.35K | 0.04% | 480 |
|
2016
Q2 | $279K | Buy |
3,253
+698
| +27% | +$59.9K | 0.04% | 492 |
|
2016
Q1 | $213K | Hold |
2,555
| – | – | 0.03% | 570 |
|
2015
Q4 | $216K | Buy |
+2,555
| New | +$216K | 0.03% | 574 |
|
2015
Q3 | – | Sell |
-2,311
| Closed | -$203K | – | 720 |
|
2015
Q2 | $203K | Buy |
+2,311
| New | +$203K | 0.03% | 632 |
|
2015
Q1 | – | Sell |
-2,867
| Closed | -$314K | – | 574 |
|
2014
Q4 | $314K | Buy |
2,867
+748
| +35% | +$81.9K | 0.05% | 446 |
|
2014
Q3 | $236K | Buy |
+2,119
| New | +$236K | 0.03% | 453 |
|