EWA
Encompass Wealth Advisors’s Norfolk Southern NSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,780
| Closed | -$691K | – | 124 |
|
|
2024
Q3 | $691K | Hold |
2,780
| – | – | 0.17% | 118 |
|
|
2024
Q2 | $597K | Hold |
2,780
| – | – | 0.16% | 121 |
|
|
2024
Q1 | $709K | Hold |
2,780
| – | – | 0.19% | 110 |
|
|
2023
Q4 | $657K | Hold |
2,780
| – | – | 0.2% | 100 |
|
|
2023
Q3 | $547K | Hold |
2,780
| – | – | 0.18% | 104 |
|
|
2023
Q2 | $630K | Hold |
2,780
| – | – | 0.21% | 92 |
|
|
2023
Q1 | $589K | Hold |
2,780
| – | – | 0.2% | 92 |
|
|
2022
Q4 | $685K | Hold |
2,780
| – | – | 0.25% | 73 |
|
|
2022
Q3 | $583K | Buy |
2,780
+30
| +1% | +$6.29K | 0.22% | 87 |
|
|
2022
Q2 | $625K | Hold |
2,750
| – | – | 0.22% | 81 |
|
|
2022
Q1 | $784K | Hold |
2,750
| – | – | 0.2% | 84 |
|
|
2021
Q4 | $819K | Hold |
2,750
| – | – | 0.2% | 85 |
|
|
2021
Q3 | $657K | Sell |
2,750
-2,000
| -42% | -$478K | 0.17% | 105 |
|
|
2021
Q2 | $1.26M | Hold |
4,750
| – | – | 0.31% | 63 |
|
|
2021
Q1 | $1.37M | Hold |
4,750
| – | – | 0.35% | 55 |
|
|
2020
Q4 | $1.13M | Buy |
+4,750
| New | +$1.13M | 0.65% | 33 |
|