Baystate Wealth Management’s CSX Corp CSX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$83.9K Buy
2,420
+157
+7% +$5.44K 0.01% 298
2023
Q3
$69.6K Buy
2,263
+8
+0.4% +$246 0.01% 292
2023
Q2
$76.9K Buy
2,255
+8
+0.4% +$273 0.01% 280
2023
Q1
$67.3K Buy
2,247
+8
+0.4% +$240 0.01% 297
2022
Q4
$69K Sell
2,239
-602
-21% -$18.6K 0.01% 290
2022
Q3
$76K Buy
2,841
+8
+0.3% +$214 0.01% 262
2022
Q2
$82K Buy
2,833
+10
+0.4% +$289 0.01% 258
2022
Q1
$106K Buy
2,823
+8
+0.3% +$300 0.01% 238
2021
Q4
$106K Buy
2,815
+7
+0.2% +$264 0.01% 235
2021
Q3
$84K Buy
2,808
+9
+0.3% +$269 0.01% 239
2021
Q2
$90K Buy
2,799
+9
+0.3% +$289 0.01% 216
2021
Q1
$90K Buy
2,790
+606
+28% +$19.5K 0.01% 207
2020
Q4
$66K Sell
2,184
-1,209
-36% -$36.5K 0.01% 220
2020
Q3
$88K Sell
3,393
-1,248
-27% -$32.4K 0.01% 174
2020
Q2
$108K Sell
4,641
-174
-4% -$4.05K 0.01% 149
2020
Q1
$92K Sell
4,815
-450
-9% -$8.6K 0.01% 146
2019
Q4
$127K Buy
5,265
+1,392
+36% +$33.6K 0.02% 144
2019
Q3
$89K Sell
3,873
-999
-21% -$23K 0.01% 156
2019
Q2
$128K Buy
4,872
+12
+0.2% +$315 0.02% 128
2019
Q1
$129K Buy
4,860
+3,027
+165% +$80.3K 0.02% 128
2018
Q4
$41K Buy
1,833
+1,260
+220% +$28.2K 0.01% 226
2018
Q3
$13K Hold
573
﹤0.01% 339
2018
Q2
$12K Buy
573
+333
+139% +$6.97K ﹤0.01% 346
2018
Q1
$5K Buy
240
+60
+33% +$1.25K ﹤0.01% 418
2017
Q4
$3K Hold
180
﹤0.01% 467
2017
Q3
$3K Hold
180
﹤0.01% 455
2017
Q2
$3K Hold
180
﹤0.01% 451
2017
Q1
$3K Buy
+180
New +$3K ﹤0.01% 424