Integrated 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
Q1 | $267K | Buy |
2,385
+55
| +2% | +$6.16K | 0.09% | 199 |
|
|
2016
Q4 | $252K | Buy |
2,330
+52
| +2% | +$5.62K | 0.09% | 195 |
|
|
2016
Q3 | $221K | Sell |
2,278
-33
| -1% | -$3.2K | 0.08% | 201 |
|
|
2016
Q2 | $197K | Sell |
2,311
-528
| -19% | -$45K | 0.08% | 219 |
|
|
2016
Q1 | $236K | Hold |
2,839
| – | – | 0.1% | 170 |
|
|
2015
Q4 | $240K | Sell |
2,839
-420
| -13% | -$35.5K | 0.1% | 160 |
|
|
2015
Q3 | $249K | Hold |
3,259
| – | – | 0.11% | 154 |
|
|
2015
Q2 | $285K | Buy |
3,259
+520
| +19% | +$45.5K | 0.11% | 144 |
|
|
2015
Q1 | $281K | Buy |
+2,739
| New | +$281K | 0.12% | 140 |
|