Berman Capital Advisors’s CSX Corp CSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $299K | Buy |
10,083
+3,643
| +57% | +$108K | 0.05% | 203 |
|
|
2021
Q2 | $205K | Buy |
6,440
+812
| +14% | +$25.8K | 0.03% | 229 |
|
|
2021
Q1 | $180K | Buy |
5,628
+1,851
| +49% | +$59.2K | 0.04% | 200 |
|
|
2020
Q4 | $114K | Sell |
3,777
-2,430
| -39% | -$73.3K | 0.03% | 233 |
|
|
2020
Q3 | $159K | Buy |
6,207
+2,997
| +93% | +$76.8K | 0.05% | 170 |
|
|
2020
Q2 | $74K | Sell |
3,210
-72
| -2% | -$1.66K | 0.02% | 269 |
|
|
2020
Q1 | $61K | Buy |
3,282
+963
| +42% | +$17.9K | 0.02% | 258 |
|
|
2019
Q4 | $55K | Buy |
2,319
+225
| +11% | +$5.34K | 0.02% | 306 |
|
|
2019
Q3 | $48K | Sell |
2,094
-681
| -25% | -$15.6K | 0.02% | 310 |
|
|
2019
Q2 | $71K | Buy |
2,775
+525
| +23% | +$13.4K | 0.02% | 253 |
|
|
2019
Q1 | $56K | Buy |
2,250
+510
| +29% | +$12.7K | 0.02% | 260 |
|
|
2018
Q4 | $35K | Buy |
+1,740
| New | +$35K | 0.01% | 288 |
|