WLPWM
Walled Lake Planning & Wealth Management’s Norfolk Southern NSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-252
| Closed | -$60K | – | 244 |
|
|
2021
Q3 | $60K | Buy |
252
+1
| +0.4% | +$238 | 0.04% | 155 |
|
|
2021
Q2 | $67K | Hold |
251
| – | – | 0.04% | 141 |
|
|
2021
Q1 | $67K | Buy |
251
+1
| +0.4% | +$267 | 0.05% | 135 |
|
|
2020
Q4 | $59K | Buy |
250
+1
| +0.4% | +$236 | 0.04% | 127 |
|
|
2020
Q3 | $53K | Hold |
249
| – | – | 0.04% | 119 |
|
|
2020
Q2 | $44K | Buy |
249
+1
| +0.4% | +$177 | 0.04% | 119 |
|
|
2020
Q1 | $36K | Buy |
248
+1
| +0.4% | +$145 | 0.03% | 116 |
|
|
2019
Q4 | $48K | Buy |
+247
| New | +$48K | 0.03% | 117 |
|