DWA
Delos Wealth Advisors’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-300
| Closed | -$10K | – | 229 |
|
|
2024
Q2 | $10K | Hold |
300
| – | – | 0.01% | 126 |
|
|
2024
Q1 | $11.1K | Buy |
+300
| New | +$11.1K | 0.01% | 119 |
|
|
2023
Q1 | – | Sell |
-495
| Closed | -$15.3K | – | 398 |
|
|
2022
Q4 | $15.3K | Hold |
495
| – | – | 0.02% | 115 |
|
|
2022
Q3 | $13K | Hold |
495
| – | – | 0.02% | 116 |
|
|
2022
Q2 | $14K | Hold |
495
| – | – | 0.02% | 110 |
|
|
2022
Q1 | $19K | Hold |
495
| – | – | 0.02% | 116 |
|
|
2021
Q4 | $19K | Hold |
495
| – | – | 0.02% | 135 |
|
|
2021
Q3 | $15K | Hold |
495
| – | – | 0.02% | 77 |
|
|
2021
Q2 | $16K | Buy |
+495
| New | +$16K | 0.02% | 77 |
|