BWA
BDO Wealth Advisors’s Norfolk Southern NSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.24M | Buy |
5,475
+1,124
| +26% | +$255K | 0.14% | 117 |
|
|
2023
Q1 | $922K | Sell |
4,351
-270
| -6% | -$57.2K | 0.11% | 132 |
|
|
2022
Q4 | $1.14M | Buy |
4,621
+264
| +6% | +$65.1K | 0.14% | 122 |
|
|
2022
Q3 | $913K | Sell |
4,357
-92
| -2% | -$19.3K | 0.12% | 129 |
|
|
2022
Q2 | $1.01M | Sell |
4,449
-47
| -1% | -$10.7K | 0.12% | 124 |
|
|
2022
Q1 | $1.28M | Buy |
4,496
+93
| +2% | +$26.5K | 0.14% | 116 |
|
|
2021
Q4 | $1.31M | Buy |
4,403
+93
| +2% | +$27.7K | 0.14% | 116 |
|
|
2021
Q3 | $1.03M | Buy |
4,310
+147
| +4% | +$35.2K | 0.11% | 129 |
|
|
2021
Q2 | $1.11M | Buy |
4,163
+43
| +1% | +$11.4K | 0.12% | 125 |
|
|
2021
Q1 | $1.11M | Sell |
4,120
-156
| -4% | -$41.9K | 0.13% | 121 |
|
|
2020
Q4 | $1.02M | Sell |
4,276
-82
| -2% | -$19.5K | 0.14% | 101 |
|
|
2020
Q3 | $933K | Buy |
4,358
+12
| +0.3% | +$2.57K | 0.15% | 100 |
|
|
2020
Q2 | $763K | Sell |
4,346
-20
| -0.5% | -$3.51K | 0.13% | 109 |
|
|
2020
Q1 | $637K | Buy |
4,366
+15
| +0.3% | +$2.19K | 0.13% | 113 |
|
|
2019
Q4 | $845K | Buy |
4,351
+16
| +0.4% | +$3.11K | 0.22% | 84 |
|
|
2019
Q3 | $779K | Sell |
4,335
-59
| -1% | -$10.6K | 0.2% | 92 |
|
|
2019
Q2 | $876K | Buy |
4,394
+171
| +4% | +$34.1K | 0.24% | 84 |
|
|
2019
Q1 | $789K | Buy |
4,223
+357
| +9% | +$66.7K | 0.23% | 84 |
|
|
2018
Q4 | $578K | Buy |
3,866
+149
| +4% | +$22.3K | 0.2% | 91 |
|
|
2018
Q3 | $671K | Buy |
3,717
+290
| +8% | +$52.4K | 0.22% | 86 |
|
|
2018
Q2 | $517K | Buy |
3,427
+171
| +5% | +$25.8K | 0.18% | 91 |
|
|
2018
Q1 | $442K | Buy |
3,256
+442
| +16% | +$60K | 0.17% | 90 |
|
|
2017
Q4 | $408K | Sell |
2,814
-325
| -10% | -$47.1K | 0.18% | 86 |
|
|
2017
Q3 | $415K | Sell |
3,139
-19
| -0.6% | -$2.51K | 0.21% | 77 |
|
|
2017
Q2 | $384K | Buy |
+3,158
| New | +$384K | 0.17% | 95 |
|