Genovese Burford & Brothers Wealth & Retirement Plan Management’s CSX Corp CSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-3,219
| Closed | -$68K | – | 146 |
|
|
2018
Q2 | $68K | Buy |
3,219
+9
| +0.3% | +$190 | 0.02% | 146 |
|
|
2018
Q1 | $60K | Buy |
+3,210
| New | +$60K | 0.02% | 157 |
|
|
2017
Q4 | – | Sell |
-3,186
| Closed | -$57K | – | 289 |
|
|
2017
Q3 | $57K | Buy |
3,186
+12
| +0.4% | +$215 | 0.02% | 135 |
|
|
2017
Q2 | $57K | Buy |
3,174
+12
| +0.4% | +$216 | 0.02% | 135 |
|
|
2017
Q1 | $50K | Buy |
3,162
+12
| +0.4% | +$190 | 0.02% | 146 |
|
|
2016
Q4 | $38K | Buy |
+3,150
| New | +$38K | 0.01% | 186 |
|