RKL 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,562
| Closed | -$293K | – | 130 |
|
|
2019
Q1 | $293K | Sell |
1,562
-58
| -4% | -$10.9K | 0.06% | 115 |
|
|
2018
Q4 | $242K | Buy |
1,620
+50
| +3% | +$7.47K | 0.06% | 117 |
|
|
2018
Q3 | $283K | Hold |
1,570
| – | – | 0.06% | 118 |
|
|
2018
Q2 | $237K | Sell |
1,570
-1,112
| -41% | -$168K | 0.05% | 123 |
|
|
2018
Q1 | $365K | Sell |
2,682
-829
| -24% | -$113K | 0.09% | 112 |
|
|
2017
Q4 | $508K | Sell |
3,511
-96
| -3% | -$13.9K | 0.13% | 100 |
|
|
2017
Q3 | $477K | Buy |
3,607
+2
| +0.1% | +$264 | 0.13% | 105 |
|
|
2017
Q2 | $439K | Buy |
3,605
+505
| +16% | +$61.5K | 0.14% | 106 |
|
|
2017
Q1 | $347K | Hold |
3,100
| – | – | 0.14% | 96 |
|
|
2016
Q4 | $335K | Hold |
3,100
| – | – | 0.16% | 73 |
|
|
2016
Q3 | $301K | Buy |
3,100
+100
| +3% | +$9.71K | 0.15% | 63 |
|
|
2016
Q2 | $261K | Sell |
3,000
-900
| -23% | -$78.3K | 0.14% | 66 |
|
|
2016
Q1 | $325K | Buy |
+3,900
| New | +$325K | 0.19% | 51 |
|