BRWM
B. Riley Wealth Management’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2.72K | Sell |
93,682
-47,431
| -34% | -$1.38K | ﹤0.01% | 184 |
|
|
2022
Q1 | $5.29M | Buy |
141,113
+112
| +0.1% | +$4.2K | 0.41% | 62 |
|
|
2021
Q4 | $5.3M | Buy |
141,001
+3,866
| +3% | +$145K | 0.37% | 65 |
|
|
2021
Q3 | $4.08M | Buy |
137,135
+31,517
| +30% | +$937K | 0.31% | 78 |
|
|
2021
Q2 | $3.39M | Buy |
105,618
+70,872
| +204% | +$2.27M | 0.37% | 67 |
|
|
2021
Q1 | $3.35M | Sell |
34,746
-501
| -1% | -$48.3K | 0.39% | 68 |
|
|
2020
Q4 | $3.2M | Buy |
35,247
+854
| +2% | +$77.5K | 0.41% | 61 |
|
|
2020
Q3 | $2.67M | Buy |
+34,393
| New | +$2.67M | 0.32% | 74 |
|
|
2020
Q2 | – | Sell |
-4,580
| Closed | -$262K | – | 450 |
|
|
2020
Q1 | $262K | Buy |
+4,580
| New | +$262K | 0.03% | 380 |
|
|
2019
Q1 | – | Sell |
-3,443
| Closed | -$214K | – | 402 |
|
|
2018
Q4 | $214K | Buy |
3,443
+333
| +11% | +$20.7K | 0.04% | 295 |
|
|
2018
Q3 | $230K | Buy |
+3,110
| New | +$230K | 0.06% | 262 |
|
|
2015
Q3 | – | Sell |
-970
| Closed | -$31K | – | 258 |
|
|
2015
Q2 | $31K | Buy |
970
+2
| +0.2% | +$64 | 0.02% | 520 |
|
|
2015
Q1 | $32K | Buy |
968
+252
| +35% | +$8.33K | 0.02% | 502 |
|
|
2014
Q4 | $25K | Buy |
716
+2
| +0.3% | +$70 | 0.02% | 532 |
|
|
2014
Q3 | $22K | Buy |
714
+2
| +0.3% | +$62 | 0.02% | 576 |
|
|
2014
Q2 | $21K | Buy |
712
+2
| +0.3% | +$59 | 0.01% | 651 |
|
|
2014
Q1 | $21K | Buy |
+710
| New | +$21K | 0.02% | 622 |
|