Financial Synergies 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-886
| Closed | -$220K | – | 78 |
|
|
2024
Q3 | $220K | Buy |
+886
| New | +$220K | 0.03% | 70 |
|
|
2024
Q2 | – | Sell |
-1,771
| Closed | -$451K | – | 323 |
|
|
2024
Q1 | $451K | Buy |
1,771
+1,766
| +35,320% | +$450K | 0.06% | 56 |
|
|
2023
Q4 | $1.23K | Buy |
+5
| New | +$1.23K | ﹤0.01% | 305 |
|
|
2023
Q1 | – | Sell |
-5
| Closed | -$1.23K | – | 507 |
|
|
2022
Q4 | $1.23K | Hold |
5
| – | – | ﹤0.01% | 305 |
|
|
2022
Q3 | $1.05K | Sell |
5
-3
| -38% | -$629 | ﹤0.01% | 294 |
|
|
2022
Q2 | $1.82K | Buy |
+8
| New | +$1.82K | ﹤0.01% | 245 |
|