OWA
Outlook Wealth Advisors’s Norfolk Southern NSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,224
| Closed | -$312K | – | 282 |
|
|
2024
Q1 | $312K | Buy |
1,224
+140
| +13% | +$35.7K | 0.1% | 203 |
|
|
2023
Q4 | $256K | Buy |
+1,084
| New | +$256K | 0.09% | 188 |
|
|
2023
Q1 | – | Sell |
-2,779
| Closed | -$685K | – | 193 |
|
|
2022
Q4 | $685K | Buy |
2,779
+3
| +0.1% | +$739 | 0.33% | 78 |
|
|
2022
Q3 | $582K | Buy |
2,776
+7
| +0.3% | +$1.47K | 0.26% | 94 |
|
|
2022
Q2 | $629K | Buy |
2,769
+109
| +4% | +$24.8K | 0.26% | 102 |
|
|
2022
Q1 | $759K | Sell |
2,660
-15
| -0.6% | -$4.28K | 0.25% | 101 |
|
|
2021
Q4 | $797K | Buy |
2,675
+35
| +1% | +$10.4K | 0.23% | 100 |
|
|
2021
Q3 | $632K | Buy |
2,640
+20
| +0.8% | +$4.79K | 0.21% | 118 |
|
|
2021
Q2 | $695K | Buy |
2,620
+176
| +7% | +$46.7K | 0.22% | 111 |
|
|
2021
Q1 | $656K | Sell |
2,444
-221
| -8% | -$59.3K | 0.23% | 109 |
|
|
2020
Q4 | $633K | Buy |
2,665
+79
| +3% | +$18.8K | 0.23% | 105 |
|
|
2020
Q3 | $553K | Buy |
2,586
+93
| +4% | +$19.9K | 0.22% | 102 |
|
|
2020
Q2 | $438K | Buy |
2,493
+170
| +7% | +$29.9K | 0.19% | 115 |
|
|
2020
Q1 | $339K | Buy |
2,323
+149
| +7% | +$21.7K | 0.19% | 109 |
|
|
2019
Q4 | $421K | Buy |
2,174
+3
| +0.1% | +$581 | 0.24% | 79 |
|
|
2019
Q3 | $390K | Sell |
2,171
-66
| -3% | -$11.9K | 0.23% | 99 |
|
|
2019
Q2 | $446K | Buy |
2,237
+120
| +6% | +$23.9K | 0.29% | 84 |
|
|
2019
Q1 | $396K | Buy |
2,117
+1,712
| +423% | +$320K | 0.33% | 78 |
|
|
2018
Q4 | $606K | Buy |
+405
| New | +$606K | 0.28% | 88 |
|