CWM
Curi Wealth Management’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,887
| Closed | -$113K | – | 302 |
|
|
2022
Q2 | $113K | Buy |
3,887
+14
| +0.4% | +$407 | 0.02% | 163 |
|
|
2022
Q1 | $145K | Buy |
3,873
+10
| +0.3% | +$374 | 0.03% | 131 |
|
|
2021
Q4 | $145K | Buy |
+3,863
| New | +$145K | 0.03% | 125 |
|
|
2021
Q1 | – | Sell |
-1,267
| Closed | -$115K | – | 186 |
|
|
2020
Q4 | $115K | Buy |
+1,267
| New | +$115K | 0.08% | 108 |
|