Brendel Financial Advisors’s CSX Corp CSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,922
| Closed | -$204K | – | 94 |
|
|
2024
Q3 | $204K | Buy |
+5,922
| New | +$204K | 0.12% | 90 |
|
|
2024
Q1 | – | Sell |
-5,922
| Closed | -$205K | – | 67 |
|
|
2023
Q4 | $205K | Buy |
+5,922
| New | +$205K | 0.13% | 86 |
|
|
2022
Q2 | – | Sell |
-5,922
| Closed | -$222K | – | 101 |
|
|
2022
Q1 | $222K | Hold |
5,922
| – | – | 0.12% | 103 |
|
|
2021
Q4 | $223K | Buy |
+5,922
| New | +$223K | 0.12% | 101 |
|
|
2021
Q3 | – | Sell |
-5,922
| Closed | -$190K | – | 113 |
|
|
2021
Q2 | $190K | Buy |
+5,922
| New | +$190K | 0.1% | 111 |
|