DWM
Doyle Wealth Management’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,245
| Closed | -$235K | – | 189 |
|
|
2019
Q4 | $235K | Buy |
+3,245
| New | +$235K | 0.03% | 189 |
|
|
2019
Q3 | – | Sell |
-3,230
| Closed | -$250K | – | 312 |
|
|
2019
Q2 | $250K | Buy |
3,230
+6
| +0.2% | +$464 | 0.03% | 168 |
|
|
2019
Q1 | $254K | Buy |
3,224
+217
| +7% | +$17.1K | 0.04% | 165 |
|
|
2018
Q4 | $187K | Buy |
3,007
+7
| +0.2% | +$435 | 0.03% | 184 |
|
|
2018
Q3 | $222K | Buy |
+3,000
| New | +$222K | 0.03% | 178 |
|