AWA
ARS Wealth Advisors’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $504K | Buy |
15,710
+10,474
| +200% | +$336K | 0.09% | 82 |
|
|
2021
Q1 | $505K | Buy |
5,236
+300
| +6% | +$28.9K | 0.11% | 70 |
|
|
2020
Q4 | $448K | Sell |
4,936
-451
| -8% | -$40.9K | 0.1% | 79 |
|
|
2020
Q3 | $418K | Buy |
5,387
+2
| +0% | +$155 | 0.11% | 68 |
|
|
2020
Q2 | $376K | Buy |
5,385
+2
| +0% | +$140 | 0.12% | 68 |
|
|
2020
Q1 | $308K | Buy |
5,383
+43
| +0.8% | +$2.46K | 0.13% | 70 |
|
|
2019
Q4 | $386K | Buy |
5,340
+2
| +0% | +$145 | 0.11% | 72 |
|
|
2019
Q3 | $370K | Buy |
5,338
+444
| +9% | +$30.8K | 0.12% | 72 |
|
|
2019
Q2 | $379K | Sell |
4,894
-165
| -3% | -$12.8K | 0.12% | 74 |
|
|
2019
Q1 | $379K | Buy |
5,059
+166
| +3% | +$12.4K | 0.12% | 77 |
|
|
2018
Q4 | $304K | Hold |
4,893
| – | – | 0.11% | 83 |
|
|
2018
Q3 | $362K | Buy |
4,893
+1
| +0% | +$74 | 0.12% | 79 |
|
|
2018
Q2 | $312K | Hold |
4,892
| – | – | 0.11% | 82 |
|
|
2018
Q1 | $273K | Hold |
4,892
| – | – | 0.1% | 92 |
|
|
2017
Q4 | $269K | Buy |
4,892
+1
| +0% | +$55 | 0.1% | 98 |
|
|
2017
Q3 | $265K | Hold |
4,891
| – | – | 0.1% | 104 |
|
|
2017
Q2 | $267K | Buy |
4,891
+1
| +0% | +$55 | 0.11% | 94 |
|
|
2017
Q1 | $228K | Buy |
+4,890
| New | +$228K | 0.1% | 105 |
|
|
2015
Q1 | – | Sell |
-5,761
| Closed | -$209K | – | 76 |
|
|
2014
Q4 | $209K | Buy |
+5,761
| New | +$209K | 0.09% | 72 |
|