PWAG
Polaris Wealth Advisory Group’s Norfolk Southern NSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-19,183
| Closed | -$3.96M | – | 160 |
|
|
2019
Q4 | $3.96M | Sell |
19,183
-748
| -4% | -$154K | 0.26% | 71 |
|
|
2019
Q3 | $3.38M | Buy |
+19,931
| New | +$3.38M | 0.28% | 59 |
|
|
2018
Q4 | – | Sell |
-934
| Closed | -$169K | – | 341 |
|
|
2018
Q3 | $169K | Buy |
+934
| New | +$169K | 0.01% | 167 |
|
|
2018
Q2 | – | Sell |
-934
| Closed | -$127K | – | 359 |
|
|
2018
Q1 | $127K | Buy |
+934
| New | +$127K | 0.01% | 158 |
|
|
2015
Q2 | – | Sell |
-4,767
| Closed | -$491K | – | 81 |
|
|
2015
Q1 | $491K | Buy |
4,767
+152
| +3% | +$15.7K | 0.09% | 70 |
|
|
2014
Q4 | $506K | Buy |
4,615
+95
| +2% | +$10.4K | 0.1% | 64 |
|
|
2014
Q3 | $504K | Buy |
4,520
+365
| +9% | +$40.7K | 0.11% | 54 |
|
|
2014
Q2 | $428K | Buy |
4,155
+245
| +6% | +$25.2K | 0.1% | 63 |
|
|
2014
Q1 | $380K | Buy |
+3,910
| New | +$380K | 0.09% | 66 |
|