9WM
9258 Wealth Management’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $421K | Hold |
12,184
| – | – | 0.06% | 226 |
|
|
2024
Q2 | $408K | Hold |
12,184
| – | – | 0.06% | 224 |
|
|
2024
Q1 | $452K | Hold |
12,184
| – | – | 0.07% | 210 |
|
|
2023
Q4 | $422K | Buy |
12,184
+900
| +8% | +$31.2K | 0.07% | 203 |
|
|
2023
Q3 | $347K | Sell |
11,284
-48
| -0.4% | -$1.48K | 0.07% | 224 |
|
|
2023
Q2 | $386K | Buy |
11,332
+48
| +0.4% | +$1.64K | 0.07% | 219 |
|
|
2023
Q1 | $338K | Sell |
11,284
-500
| -4% | -$15K | 0.07% | 235 |
|
|
2022
Q4 | $365K | Buy |
11,784
+1,462
| +14% | +$45.3K | 0.08% | 216 |
|
|
2022
Q3 | $275K | Sell |
10,322
-699
| -6% | -$18.6K | 0.07% | 255 |
|
|
2022
Q2 | $320K | Buy |
11,021
+270
| +3% | +$7.84K | 0.08% | 236 |
|
|
2022
Q1 | $403K | Buy |
10,751
+396
| +4% | +$14.8K | 0.09% | 226 |
|
|
2021
Q4 | $389K | Buy |
10,355
+1,323
| +15% | +$49.7K | 0.09% | 240 |
|
|
2021
Q3 | $269K | Hold |
9,032
| – | – | 0.07% | 283 |
|
|
2021
Q2 | $290K | Buy |
9,032
+6,138
| +212% | +$197K | 0.08% | 269 |
|
|
2021
Q1 | $279K | Buy |
+2,894
| New | +$279K | 0.08% | 259 |
|