Wealthspire Advisors (Maryland)’s Norfolk Southern NSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.63M | Buy |
7,625
+1,886
| +33% | +$404K | 0.06% | 146 |
|
|
2020
Q2 | $1.01M | Sell |
5,739
-212
| -4% | -$37.2K | 0.07% | 156 |
|
|
2020
Q1 | $869K | Sell |
5,951
-517
| -8% | -$75.5K | 0.08% | 154 |
|
|
2019
Q4 | $1.26M | Buy |
6,468
+143
| +2% | +$27.8K | 0.08% | 139 |
|
|
2019
Q3 | $1.14M | Sell |
6,325
-8
| -0.1% | -$1.44K | 0.08% | 125 |
|
|
2019
Q2 | $1.26M | Sell |
6,333
-141
| -2% | -$28.1K | 0.09% | 115 |
|
|
2019
Q1 | $1.21M | Sell |
6,474
-690
| -10% | -$129K | 0.09% | 119 |
|
|
2018
Q4 | $1.07M | Sell |
7,164
-234
| -3% | -$35K | 0.1% | 114 |
|
|
2018
Q3 | $1.34M | Sell |
7,398
-287
| -4% | -$51.8K | 0.11% | 107 |
|
|
2018
Q2 | $1.16M | Sell |
7,685
-1,516
| -16% | -$229K | 0.11% | 114 |
|
|
2018
Q1 | $1.25M | Sell |
9,201
-355
| -4% | -$48.2K | 0.12% | 109 |
|
|
2017
Q4 | $1.39M | Buy |
9,556
+170
| +2% | +$24.6K | 0.13% | 107 |
|
|
2017
Q3 | $1.24M | Sell |
9,386
-761
| -7% | -$101K | 0.14% | 111 |
|
|
2017
Q2 | $1.24M | Buy |
10,147
+1,293
| +15% | +$157K | 0.15% | 105 |
|
|
2017
Q1 | $991K | Buy |
8,854
+3,929
| +80% | +$440K | 0.14% | 100 |
|
|
2016
Q4 | $532K | Buy |
4,925
+40
| +0.8% | +$4.32K | 0.08% | 165 |
|
|
2016
Q3 | $474K | Buy |
4,885
+14
| +0.3% | +$1.36K | 0.07% | 181 |
|
|
2016
Q2 | $415K | Sell |
4,871
-9
| -0.2% | -$767 | 0.07% | 196 |
|
|
2016
Q1 | $406K | Sell |
4,880
-24
| -0.5% | -$2K | 0.07% | 189 |
|
|
2015
Q4 | $415K | Buy |
+4,904
| New | +$415K | 0.08% | 185 |
|