CFA
Compass Financial Advisors’s Norfolk Southern NSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,207
| Closed | -$256K | – | 61 |
|
|
2023
Q1 | $256K | Hold |
1,207
| – | – | 0.32% | 101 |
|
|
2022
Q4 | $297K | Buy |
1,207
+1
| +0.1% | +$246 | 0.4% | 86 |
|
|
2022
Q3 | $253K | Hold |
1,206
| – | – | 0.38% | 91 |
|
|
2022
Q2 | $274K | Buy |
1,206
+1
| +0.1% | +$227 | 0.37% | 90 |
|
|
2022
Q1 | $344K | Buy |
1,205
+105
| +10% | +$30K | 0.38% | 92 |
|
|
2021
Q4 | $327K | Buy |
+1,100
| New | +$327K | 0.36% | 91 |
|