FWM
Fairhaven Wealth Management’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $235K | Buy |
7,280
+96
| +1% | +$3.1K | 0.07% | 101 |
|
|
2024
Q3 | $248K | Hold |
7,184
| – | – | 0.08% | 99 |
|
|
2024
Q2 | $240K | Hold |
7,184
| – | – | 0.08% | 99 |
|
|
2024
Q1 | $266K | Sell |
7,184
-10
| -0.1% | -$371 | 0.09% | 97 |
|
|
2023
Q4 | $249K | Buy |
7,194
+10
| +0.1% | +$347 | 0.09% | 92 |
|
|
2023
Q3 | $221K | Hold |
7,184
| – | – | 0.09% | 97 |
|
|
2023
Q2 | $245K | Buy |
+7,184
| New | +$245K | 0.09% | 95 |
|
|
2022
Q4 | $224K | Buy |
+7,238
| New | +$224K | 0.1% | 94 |
|
|
2022
Q3 | – | Sell |
-7,238
| Closed | -$210K | – | 111 |
|
|
2022
Q2 | $210K | Hold |
7,238
| – | – | 0.1% | 98 |
|
|
2022
Q1 | $271K | Sell |
7,238
-303
| -4% | -$11.3K | 0.11% | 93 |
|
|
2021
Q4 | $284K | Buy |
7,541
+389
| +5% | +$14.7K | 0.11% | 82 |
|
|
2021
Q3 | $213K | Hold |
7,152
| – | – | 0.09% | 102 |
|
|
2021
Q2 | $229K | Buy |
7,152
+4,768
| +200% | +$153K | 0.09% | 97 |
|
|
2021
Q1 | $230K | Hold |
2,384
| – | – | 0.1% | 95 |
|
|
2020
Q4 | $216K | Buy |
+2,384
| New | +$216K | 0.1% | 100 |
|