CSWM
Cassady Schiller Wealth Management’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $152K | Buy |
4,706
+59
| +1% | +$1.9K | 0.06% | 132 |
|
|
2024
Q3 | $160K | Hold |
4,647
| – | – | 0.06% | 131 |
|
|
2024
Q2 | $155K | Hold |
4,647
| – | – | 0.06% | 129 |
|
|
2024
Q1 | $172K | Sell |
4,647
-280
| -6% | -$10.4K | 0.08% | 126 |
|
|
2023
Q4 | $171K | Hold |
4,927
| – | – | 0.09% | 122 |
|
|
2023
Q3 | $151K | Sell |
4,927
-420
| -8% | -$12.9K | 0.08% | 120 |
|
|
2023
Q2 | $182K | Hold |
5,347
| – | – | 0.1% | 111 |
|
|
2023
Q1 | $160K | Hold |
5,347
| – | – | 0.08% | 117 |
|
|
2022
Q4 | $166K | Buy |
+5,347
| New | +$166K | 0.1% | 107 |
|
|
2022
Q2 | – | Sell |
-5,404
| Closed | -$202K | – | 104 |
|
|
2022
Q1 | $202K | Buy |
5,404
+3,975
| +278% | +$149K | 0.1% | 108 |
|
|
2021
Q4 | $54K | Buy |
+1,429
| New | +$54K | 0.03% | 195 |
|