Institute for 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-879
| Closed | -$224K | – | 513 |
|
|
2024
Q1 | $224K | Sell |
879
-159
| -15% | -$40.5K | 0.03% | 452 |
|
|
2023
Q4 | $245K | Buy |
+1,038
| New | +$245K | 0.04% | 408 |
|
|
2023
Q1 | – | Sell |
-834
| Closed | -$206K | – | 458 |
|
|
2022
Q4 | $206K | Sell |
834
-363
| -30% | -$89.5K | 0.04% | 421 |
|
|
2022
Q3 | $251K | Sell |
1,197
-40
| -3% | -$8.39K | 0.06% | 372 |
|
|
2022
Q2 | $281K | Sell |
1,237
-20
| -2% | -$4.54K | 0.06% | 409 |
|
|
2022
Q1 | $359K | Buy |
1,257
+40
| +3% | +$11.4K | 0.06% | 365 |
|
|
2021
Q4 | $362K | Hold |
1,217
| – | – | 0.06% | 335 |
|
|
2021
Q3 | $291K | Buy |
1,217
+144
| +13% | +$34.4K | 0.05% | 384 |
|
|
2021
Q2 | $285K | Buy |
1,073
+267
| +33% | +$70.9K | 0.05% | 385 |
|
|
2021
Q1 | $216K | Buy |
+806
| New | +$216K | 0.04% | 428 |
|
|
2019
Q3 | – | Sell |
-1,750
| Closed | -$349K | – | 457 |
|
|
2019
Q2 | $349K | Sell |
1,750
-24
| -1% | -$4.79K | 0.08% | 320 |
|
|
2019
Q1 | $331K | Buy |
+1,774
| New | +$331K | 0.07% | 315 |
|