Claro Advisors’s CSX Corp CSX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-6,901
Closed -$238K 503
2024
Q3
$238K Sell
6,901
-89
-1% -$3.07K 0.03% 437
2024
Q2
$234K Buy
6,990
+1,302
+23% +$43.6K 0.04% 373
2024
Q1
$211K Buy
+5,688
New +$211K 0.04% 390
2023
Q2
Sell
-7,855
Closed -$235K 379
2023
Q1
$235K Buy
7,855
+945
+14% +$28.3K 0.07% 290
2022
Q4
$214K Buy
+6,910
New +$214K 0.07% 274
2019
Q1
Sell
-2,436
Closed -$60K 312
2018
Q4
$60K Buy
+2,436
New +$60K 0.05% 311