Concert Wealth Management’s CSX Corp CSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-111,885
| Closed | -$1.34M | – | 208 |
|
|
2017
Q1 | $1.34M | Buy |
111,885
+10,551
| +10% | +$127K | 0.3% | 93 |
|
|
2016
Q4 | $1.22M | Sell |
101,334
-12,558
| -11% | -$151K | 0.27% | 107 |
|
|
2016
Q3 | $1.15M | Sell |
113,892
-1,872
| -2% | -$19K | 0.14% | 186 |
|
|
2016
Q2 | $1.01M | Buy |
115,764
+8,271
| +8% | +$71.9K | 0.14% | 205 |
|
|
2016
Q1 | $922K | Sell |
107,493
-840
| -0.8% | -$7.21K | 0.12% | 211 |
|
|
2015
Q4 | $940K | Sell |
108,333
-47,457
| -30% | -$412K | 0.13% | 208 |
|
|
2015
Q3 | $1.4M | Buy |
155,790
+4,878
| +3% | +$43.9K | 0.19% | 133 |
|
|
2015
Q2 | $1.64M | Buy |
150,912
+7,239
| +5% | +$78.8K | 0.21% | 113 |
|
|
2015
Q1 | $1.16M | Sell |
143,673
-23,625
| -14% | -$190K | 0.33% | 67 |
|
|
2014
Q4 | $2.02M | Sell |
167,298
-6,717
| -4% | -$81.2K | 0.31% | 76 |
|
|
2014
Q3 | $1.86M | Sell |
174,015
-1,701
| -1% | -$18.2K | 0.25% | 54 |
|
|
2014
Q2 | $1.72M | Buy |
175,716
+17,415
| +11% | +$171K | 0.21% | 60 |
|
|
2014
Q1 | $1.51M | Sell |
158,301
-4,242
| -3% | -$40.6K | 0.19% | 76 |
|
|
2013
Q4 | $1.56M | Buy |
162,543
+3,354
| +2% | +$32.3K | 0.2% | 75 |
|
|
2013
Q3 | $1.37M | Buy |
159,189
+36,459
| +30% | +$314K | 0.19% | 79 |
|
|
2013
Q2 | $950K | Buy |
+122,730
| New | +$950K | 0.14% | 109 |
|