Beam Wealth Advisors’s Norfolk Southern NSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,618
| Closed | -$1.11M | – | 125 |
|
|
2021
Q3 | $1.11M | Buy |
4,618
+36
| +0.8% | +$8.61K | 0.95% | 30 |
|
|
2021
Q2 | $1.22M | Hold |
4,582
| – | – | 1.05% | 28 |
|
|
2021
Q1 | $1.23M | Buy |
4,582
+12
| +0.3% | +$3.22K | 1.1% | 28 |
|
|
2020
Q4 | $1.09M | Hold |
4,570
| – | – | 1.02% | 31 |
|
|
2020
Q3 | $978K | Hold |
4,570
| – | – | 0.92% | 32 |
|
|
2020
Q2 | $816K | Buy |
4,570
+6
| +0.1% | +$1.07K | 0.82% | 41 |
|
|
2020
Q1 | $666K | Sell |
4,564
-126
| -3% | -$18.4K | 0.66% | 46 |
|
|
2019
Q4 | $910K | Buy |
+4,690
| New | +$910K | 0.85% | 38 |
|