Financial Synergies Wealth Advisors’s CSX Corp CSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-788
| Closed | -$29.2K | – | 151 |
|
|
2024
Q1 | $29.2K | Buy |
+788
| New | +$29.2K | ﹤0.01% | 162 |
|
|
2023
Q4 | – | Sell |
-782
| Closed | -$24.1K | – | 483 |
|
|
2023
Q3 | $24.1K | Sell |
782
-35
| -4% | -$1.08K | ﹤0.01% | 159 |
|
|
2023
Q2 | $27.8K | Buy |
+817
| New | +$27.8K | ﹤0.01% | 142 |
|
|
2022
Q4 | – | Sell |
-28
| Closed | -$746 | – | 472 |
|
|
2022
Q3 | $746 | Hold |
28
| – | – | ﹤0.01% | 333 |
|
|
2022
Q2 | $814 | Buy |
+28
| New | +$814 | ﹤0.01% | 330 |
|