LWM
LBA Wealth Management’s Norfolk Southern NSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $352K | Sell |
3,139
-145
| -4% | -$16.3K | 0.19% | 82 |
|
|
2016
Q4 | $355K | Buy |
3,284
+50
| +2% | +$5.41K | 0.19% | 79 |
|
|
2016
Q3 | $314K | Hold |
3,234
| – | – | 0.18% | 91 |
|
|
2016
Q2 | $275K | Buy |
3,234
+50
| +2% | +$4.25K | 0.15% | 93 |
|
|
2016
Q1 | $265K | Sell |
3,184
-185
| -5% | -$15.4K | 0.15% | 99 |
|
|
2015
Q4 | $285K | Sell |
3,369
-150
| -4% | -$12.7K | 0.16% | 98 |
|
|
2015
Q3 | $269K | Buy |
3,519
+234
| +7% | +$17.9K | 0.17% | 92 |
|
|
2015
Q2 | $287K | Hold |
3,285
| – | – | 0.18% | 90 |
|
|
2015
Q1 | $338K | Buy |
3,285
+105
| +3% | +$10.8K | 0.21% | 82 |
|
|
2014
Q4 | $349K | Sell |
3,180
-416
| -12% | -$45.7K | 0.23% | 61 |
|
|
2014
Q3 | $401K | Buy |
3,596
+316
| +10% | +$35.2K | 0.28% | 52 |
|
|
2014
Q2 | $338K | Sell |
3,280
-200
| -6% | -$20.6K | 0.28% | 59 |
|
|
2014
Q1 | $338K | Sell |
3,480
-110
| -3% | -$10.7K | 0.28% | 60 |
|
|
2013
Q4 | $333K | Buy |
+3,590
| New | +$333K | 0.27% | 59 |
|