BerganKDV Wealth Management’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $87.6K | Sell |
2,568
-78
| -3% | -$2.66K | 0.01% | 314 |
|
|
2023
Q1 | $79.2K | Hold |
2,646
| – | – | 0.01% | 339 |
|
|
2022
Q4 | $82K | Buy |
2,646
+14
| +0.5% | +$434 | 0.01% | 332 |
|
|
2022
Q3 | $70K | Sell |
2,632
-45
| -2% | -$1.2K | 0.01% | 332 |
|
|
2022
Q2 | $78K | Buy |
2,677
+1,723
| +181% | +$50.2K | 0.01% | 329 |
|
|
2022
Q1 | $36K | Sell |
954
-1,723
| -64% | -$65K | ﹤0.01% | 433 |
|
|
2021
Q4 | $101K | Hold |
2,677
| – | – | 0.01% | 332 |
|
|
2021
Q3 | $80K | Hold |
2,677
| – | – | 0.01% | 344 |
|
|
2021
Q2 | $86K | Buy |
2,677
+1
| +0% | +$32 | 0.01% | 325 |
|
|
2021
Q1 | $86K | Sell |
2,676
-1,911
| -42% | -$61.4K | 0.01% | 311 |
|
|
2020
Q4 | $139K | Buy |
4,587
+45
| +1% | +$1.36K | 0.02% | 250 |
|
|
2020
Q3 | $118K | Buy |
4,542
+6
| +0.1% | +$156 | 0.02% | 249 |
|
|
2020
Q2 | $105K | Buy |
4,536
+684
| +18% | +$15.8K | 0.02% | 273 |
|
|
2020
Q1 | $74K | Buy |
3,852
+198
| +5% | +$3.8K | 0.02% | 277 |
|
|
2019
Q4 | $88K | Buy |
3,654
+81
| +2% | +$1.95K | 0.02% | 286 |
|
|
2019
Q3 | $82K | Sell |
3,573
-75
| -2% | -$1.72K | 0.02% | 276 |
|
|
2019
Q2 | $94K | Buy |
3,648
+87
| +2% | +$2.24K | 0.02% | 265 |
|
|
2019
Q1 | $89K | Buy |
3,561
+6
| +0.2% | +$150 | 0.02% | 288 |
|
|
2018
Q4 | $74K | Buy |
3,555
+3
| +0.1% | +$62 | 0.02% | 263 |
|
|
2018
Q3 | $88K | Buy |
3,552
+6
| +0.2% | +$149 | 0.02% | 265 |
|
|
2018
Q2 | $75K | Buy |
+3,546
| New | +$75K | 0.02% | 273 |
|