DWM
Diversify Wealth Management’s CSX Corp CSX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $503K | Sell |
14,047
-699
| -5% | -$25K | 0.03% | 370 |
|
2025
Q1 | $414K | Sell |
14,746
-4,677
| -24% | -$131K | 0.03% | 388 |
|
2024
Q4 | $617K | Buy |
19,423
+424
| +2% | +$13.5K | 0.05% | 314 |
|
2024
Q3 | $638K | Sell |
18,999
-857
| -4% | -$28.8K | 0.06% | 264 |
|
2024
Q2 | $655K | Buy |
+19,856
| New | +$655K | 0.08% | 222 |
|