EWP
Engrave Wealth Partners’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.01M | Hold |
29,265
| – | – | 0.29% | 33 |
|
|
2023
Q3 | $900K | Sell |
29,265
-410
| -1% | -$12.6K | 0.28% | 30 |
|
|
2023
Q2 | $1.01M | Sell |
29,675
-71
| -0.2% | -$2.42K | 0.32% | 29 |
|
|
2023
Q1 | $919K | Sell |
29,746
-142
| -0.5% | -$4.39K | 0.31% | 27 |
|
|
2022
Q4 | $963K | Buy |
29,888
+225
| +0.8% | +$7.25K | 0.33% | 29 |
|
|
2022
Q3 | $790K | Buy |
29,663
+2
| +0% | +$53 | 0.37% | 22 |
|
|
2022
Q2 | $862K | Buy |
29,661
+2
| +0% | +$58 | 0.38% | 24 |
|
|
2022
Q1 | $1.11M | Buy |
29,659
+1
| +0% | +$37 | 0.42% | 20 |
|
|
2021
Q4 | $1.12M | Buy |
29,658
+1
| +0% | +$38 | 0.32% | 31 |
|
|
2021
Q3 | $882K | Buy |
29,657
+2
| +0% | +$59 | 0.26% | 35 |
|
|
2021
Q2 | $951K | Buy |
29,655
+19,770
| +200% | +$634K | 0.29% | 39 |
|
|
2021
Q1 | $953K | Buy |
9,885
+1
| +0% | +$96 | 0.38% | 36 |
|
|
2020
Q4 | $935K | Hold |
9,884
| – | – | 0.77% | 26 |
|
|
2020
Q3 | $758K | Buy |
9,884
+1
| +0% | +$77 | 0.73% | 24 |
|
|
2020
Q2 | $689K | Buy |
9,883
+163
| +2% | +$11.4K | 0.61% | 27 |
|
|
2020
Q1 | $556K | Hold |
9,720
| – | – | 0.66% | 21 |
|
|
2019
Q4 | $703K | Buy |
+9,720
| New | +$703K | 0.68% | 21 |
|