AWA
AmeriServ Wealth Advisors’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-15,638
| Closed | -$510K | – | 79 |
|
|
2015
Q2 | $510K | Hold |
15,638
| – | – | 0.59% | 34 |
|
|
2015
Q1 | $518K | Sell |
15,638
-200
| -1% | -$6.63K | 0.6% | 37 |
|
|
2014
Q4 | $574K | Sell |
15,838
-260
| -2% | -$9.42K | 0.56% | 46 |
|
|
2014
Q3 | $516K | Hold |
16,098
| – | – | 0.89% | 45 |
|
|
2014
Q2 | $496K | Hold |
16,098
| – | – | 0.53% | 54 |
|
|
2014
Q1 | $466K | Sell |
16,098
-13,650
| -46% | -$395K | 0.47% | 59 |
|
|
2013
Q4 | $856K | Buy |
29,748
+2,191
| +8% | +$63K | 0.51% | 57 |
|
|
2013
Q3 | $710K | Sell |
27,557
-100
| -0.4% | -$2.58K | 0.45% | 68 |
|
|
2013
Q2 | $641K | Buy |
+27,657
| New | +$641K | 0.41% | 71 |
|