Elwood & Goetz Wealth Advisory Group’s CSX Corp CSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Buy |
+6,965
| New | +$227K | 0.05% | 108 |
|
|
2025
Q1 | – | Sell |
-6,324
| Closed | -$204K | – | 100 |
|
|
2024
Q4 | $204K | Hold |
6,324
| – | – | 0.05% | 98 |
|
|
2024
Q3 | $218K | Sell |
6,324
-1,085
| -15% | -$37.5K | 0.05% | 98 |
|
|
2024
Q2 | $248K | Hold |
7,409
| – | – | 0.07% | 67 |
|
|
2024
Q1 | $275K | Hold |
7,409
| – | – | 0.07% | 71 |
|
|
2023
Q4 | $257K | Buy |
7,409
+242
| +3% | +$8.39K | 0.05% | 70 |
|
|
2023
Q3 | $220K | Buy |
+7,167
| New | +$220K | 0.05% | 72 |
|