Charter Research & Investment Group’s CSX Corp CSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,264
| Closed | -$217K | – | 85 |
|
|
2023
Q4 | $217K | Buy |
+6,264
| New | +$217K | 0.18% | 77 |
|
|
2023
Q3 | – | Sell |
-6,791
| Closed | -$232K | – | 75 |
|
|
2023
Q2 | $232K | Hold |
6,791
| – | – | 0.19% | 72 |
|
|
2023
Q1 | $203K | Hold |
6,791
| – | – | 0.18% | 76 |
|
|
2022
Q4 | $210K | Buy |
+6,791
| New | +$210K | 0.2% | 74 |
|
|
2022
Q2 | – | Sell |
-6,804
| Closed | -$255K | – | 80 |
|
|
2022
Q1 | $255K | Buy |
6,804
+94
| +1% | +$3.52K | 0.21% | 74 |
|
|
2021
Q4 | $252K | Buy |
+6,710
| New | +$252K | 0.2% | 75 |
|
|
2020
Q4 | – | Sell |
-8,640
| Closed | -$224K | – | 79 |
|
|
2020
Q3 | $224K | Hold |
8,640
| – | – | 0.25% | 69 |
|
|
2020
Q2 | $201K | Buy |
+8,640
| New | +$201K | 0.23% | 72 |
|
|
2020
Q1 | – | Sell |
-8,640
| Closed | -$208K | – | 75 |
|
|
2019
Q4 | $208K | Buy |
+8,640
| New | +$208K | 0.21% | 76 |
|
|
2019
Q3 | – | Sell |
-9,600
| Closed | -$248K | – | 76 |
|
|
2019
Q2 | $248K | Hold |
9,600
| – | – | 0.28% | 71 |
|
|
2019
Q1 | $239K | Sell |
9,600
-999
| -9% | -$24.9K | 0.26% | 76 |
|
|
2018
Q4 | $220K | Hold |
10,599
| – | – | 0.28% | 73 |
|
|
2018
Q3 | $262K | Hold |
10,599
| – | – | 0.29% | 66 |
|
|
2018
Q2 | $225K | Buy |
+10,599
| New | +$225K | 0.26% | 70 |
|