BWP
BSW Wealth Partners’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,956
| Closed | -$221K | – | 298 |
|
|
2024
Q1 | $221K | Sell |
5,956
-147
| -2% | -$5.45K | 0.04% | 265 |
|
|
2023
Q4 | $212K | Buy |
+6,103
| New | +$212K | 0.04% | 254 |
|
|
2023
Q3 | – | Sell |
-7,411
| Closed | -$253K | – | 254 |
|
|
2023
Q2 | $253K | Sell |
7,411
-11
| -0.1% | -$375 | 0.05% | 212 |
|
|
2023
Q1 | $222K | Buy |
7,422
+126
| +2% | +$3.77K | 0.05% | 279 |
|
|
2022
Q4 | $226K | Buy |
+7,296
| New | +$226K | 0.05% | 256 |
|
|
2021
Q2 | – | Sell |
-2,611
| Closed | -$252K | – | 243 |
|
|
2021
Q1 | $252K | Sell |
2,611
-225
| -8% | -$21.7K | 0.07% | 172 |
|
|
2020
Q4 | $257K | Buy |
+2,836
| New | +$257K | 0.08% | 140 |
|