BWG
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Beta Wealth Group’s CSX Corp CSX Stock Holding History

Beta Wealth Group’s Portfolio CSX Stock Details CSX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-7,500
Closed -$225K – 103
2023
Q1 		$225K Buy
7,500
+700
+10% +$21K 0.13% 94
2022
Q4 		$211K Buy
+6,800
New +$211K 0.14% 94