FFSOTS
Fiduciary Financial Services of The Southwest’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-6,100
| Closed | -$219K | – | 144 |
|
|
2016
Q4 | $219K | Sell |
6,100
-2,060
| -25% | -$74K | 0.07% | 143 |
|
|
2016
Q3 | $249K | Sell |
8,160
-1,000
| -11% | -$30.5K | 0.08% | 143 |
|
|
2016
Q2 | $239K | Sell |
9,160
-765
| -8% | -$20K | 0.08% | 140 |
|
|
2016
Q1 | $256K | Hold |
9,925
| – | – | 0.09% | 134 |
|
|
2015
Q4 | $258K | Sell |
9,925
-1,000
| -9% | -$26K | 0.09% | 132 |
|
|
2015
Q3 | $294K | Hold |
10,925
| – | – | 0.1% | 130 |
|
|
2015
Q2 | $357K | Sell |
10,925
-1,250
| -10% | -$40.8K | 0.11% | 134 |
|
|
2015
Q1 | $403K | Hold |
12,175
| – | – | 0.12% | 128 |
|
|
2014
Q4 | $441K | Hold |
12,175
| – | – | 0.13% | 122 |
|
|
2014
Q3 | $390K | Sell |
12,175
-100
| -0.8% | -$3.2K | 0.11% | 131 |
|
|
2014
Q2 | $378K | Sell |
12,275
-100
| -0.8% | -$3.08K | 0.11% | 132 |
|
|
2014
Q1 | $359K | Hold |
12,375
| – | – | 0.11% | 132 |
|
|
2013
Q4 | $356K | Hold |
12,375
| – | – | 0.11% | 128 |
|
|
2013
Q3 | $319K | Hold |
12,375
| – | – | 0.11% | 128 |
|
|
2013
Q2 | $287K | Buy |
+12,375
| New | +$287K | 0.1% | 134 |
|