San Luis 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,154
| Closed | -$1.62M | – | 127 |
|
|
2023
Q2 | $1.62M | Sell |
7,154
-655
| -8% | -$149K | 0.57% | 39 |
|
|
2023
Q1 | $1.66M | Buy |
+7,809
| New | +$1.66M | 0.64% | 47 |
|
|
2022
Q2 | – | Sell |
-1,140
| Closed | -$339K | – | 311 |
|
|
2022
Q1 | $339K | Buy |
+1,140
| New | +$339K | 0.17% | 109 |
|
|
2021
Q4 | – | Sell |
-1,172
| Closed | -$280K | – | 134 |
|
|
2021
Q3 | $280K | Buy |
+1,172
| New | +$280K | 0.16% | 129 |
|
|
2020
Q4 | $610K | Buy |
+2,567
| New | +$610K | 0.39% | 66 |
|