Integrated Wealth Counsel’s Norfolk Southern NSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $76K | Hold |
700
| – | – | 0.16% | 60 |
|
|
2016
Q3 | $68K | Buy |
+700
| New | +$68K | 0.14% | 57 |
|
|
2015
Q1 | – | Sell |
-265
| Closed | -$29K | – | 88 |
|
|
2014
Q4 | $29K | Hold |
265
| – | – | 0.03% | 71 |
|
|
2014
Q3 | $30K | Sell |
265
-6,945
| -96% | -$786K | 0.03% | 69 |
|
|
2014
Q2 | $743K | Sell |
7,210
-1,155
| -14% | -$119K | 0.59% | 16 |
|
|
2014
Q1 | $813K | Sell |
8,365
-755
| -8% | -$73.4K | 0.64% | 36 |
|
|
2013
Q4 | $847K | Sell |
9,120
-350
| -4% | -$32.5K | 0.62% | 39 |
|
|
2013
Q3 | $733K | Sell |
9,470
-1,195
| -11% | -$92.4K | 0.53% | 40 |
|
|
2013
Q2 | $775K | Buy |
+10,665
| New | +$775K | 0.56% | 44 |
|