BWA
BDO Wealth Advisors’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $246K | Buy |
7,206
+330
| +5% | +$11.3K | 0.03% | 235 |
|
|
2023
Q1 | $206K | Sell |
6,876
-801
| -10% | -$24K | 0.03% | 248 |
|
|
2022
Q4 | $238K | Hold |
7,677
| – | – | 0.03% | 239 |
|
|
2022
Q3 | $205K | Hold |
7,677
| – | – | 0.03% | 244 |
|
|
2022
Q2 | $223K | Sell |
7,677
-450
| -6% | -$13.1K | 0.03% | 241 |
|
|
2022
Q1 | $304K | Hold |
8,127
| – | – | 0.03% | 217 |
|
|
2021
Q4 | $306K | Buy |
8,127
+802
| +11% | +$30.2K | 0.03% | 229 |
|
|
2021
Q3 | $218K | Sell |
7,325
-100
| -1% | -$2.98K | 0.02% | 270 |
|
|
2021
Q2 | $238K | Buy |
7,425
+4,950
| +200% | +$159K | 0.03% | 268 |
|
|
2021
Q1 | $239K | Buy |
2,475
+125
| +5% | +$12.1K | 0.03% | 262 |
|
|
2020
Q4 | $213K | Buy |
2,350
+25
| +1% | +$2.27K | 0.03% | 229 |
|
|
2020
Q3 | $181K | Buy |
2,325
+56
| +2% | +$4.36K | 0.03% | 227 |
|
|
2020
Q2 | $158K | Hold |
2,269
| – | – | 0.03% | 239 |
|
|
2020
Q1 | $130K | Hold |
2,269
| – | – | 0.03% | 246 |
|
|
2019
Q4 | $164K | Hold |
2,269
| – | – | 0.04% | 205 |
|
|
2019
Q3 | $157K | Hold |
2,269
| – | – | 0.04% | 216 |
|
|
2019
Q2 | $176K | Hold |
2,269
| – | – | 0.05% | 204 |
|
|
2019
Q1 | $170K | Hold |
2,269
| – | – | 0.05% | 184 |
|
|
2018
Q4 | $141K | Hold |
2,269
| – | – | 0.05% | 179 |
|
|
2018
Q3 | $168K | Sell |
2,269
-150
| -6% | -$11.1K | 0.05% | 171 |
|
|
2018
Q2 | $154K | Hold |
2,419
| – | – | 0.05% | 177 |
|
|
2018
Q1 | $135K | Buy |
2,419
+300
| +14% | +$16.7K | 0.05% | 156 |
|
|
2017
Q4 | $117K | Sell |
2,119
-500
| -19% | -$27.6K | 0.05% | 142 |
|
|
2017
Q3 | $142K | Hold |
2,619
| – | – | 0.07% | 123 |
|
|
2017
Q2 | $143K | Buy |
+2,619
| New | +$143K | 0.06% | 143 |
|