BTWM
Baker Tilly Wealth Management’s Norfolk Southern NSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,046
| Closed | -$237K | – | 526 |
|
|
2023
Q2 | $237K | Sell |
1,046
-21
| -2% | -$4.76K | 0.02% | 495 |
|
|
2023
Q1 | $226K | Buy |
1,067
+18
| +2% | +$3.82K | 0.03% | 500 |
|
|
2022
Q4 | $258K | Buy |
+1,049
| New | +$258K | 0.03% | 460 |
|
|
2022
Q3 | – | Sell |
-929
| Closed | -$211K | – | 526 |
|
|
2022
Q2 | $211K | Buy |
929
+61
| +7% | +$13.9K | 0.03% | 462 |
|
|
2022
Q1 | $248K | Buy |
868
+75
| +9% | +$21.4K | 0.03% | 459 |
|
|
2021
Q4 | $236K | Buy |
+793
| New | +$236K | 0.03% | 472 |
|