BWP
Bernardo Wealth Planning’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,819
| Closed | -$216K | – | 106 |
|
|
2024
Q1 | $216K | Buy |
+5,819
| New | +$216K | 0.06% | 97 |
|
|
2022
Q2 | – | Sell |
-5,348
| Closed | -$200K | – | 86 |
|
|
2022
Q1 | $200K | Buy |
5,348
+9
| +0.2% | +$337 | 0.1% | 84 |
|
|
2021
Q4 | $200K | Buy |
+5,339
| New | +$200K | 0.1% | 83 |
|