GWMIA
Global Wealth Management Investment Advisory’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-550
| Closed | -$19.1K | – | 207 |
|
|
2023
Q4 | $19.1K | Hold |
550
| – | – | ﹤0.01% | 253 |
|
|
2023
Q3 | $16.9K | Hold |
550
| – | – | ﹤0.01% | 256 |
|
|
2023
Q2 | $18.8K | Buy |
+550
| New | +$18.8K | 0.01% | 250 |
|
|
2022
Q3 | – | Sell |
-550
| Closed | -$16K | – | 217 |
|
|
2022
Q2 | $16K | Sell |
550
-200
| -27% | -$5.82K | 0.01% | 248 |
|
|
2022
Q1 | $28K | Hold |
750
| – | – | 0.01% | 233 |
|
|
2021
Q4 | $28K | Buy |
750
+150
| +25% | +$5.6K | 0.01% | 234 |
|
|
2021
Q3 | $18K | Hold |
600
| – | – | 0.01% | 267 |
|
|
2021
Q2 | $19K | Buy |
600
+400
| +200% | +$12.7K | 0.01% | 247 |
|
|
2021
Q1 | $19K | Hold |
200
| – | – | 0.01% | 250 |
|
|
2020
Q4 | $18K | Sell |
200
-59
| -23% | -$5.31K | 0.01% | 241 |
|
|
2020
Q3 | $20K | Hold |
259
| – | – | 0.01% | 224 |
|
|
2020
Q2 | $18K | Hold |
259
| – | – | 0.01% | 279 |
|
|
2020
Q1 | $15K | Buy |
259
+59
| +30% | +$3.42K | 0.01% | 283 |
|
|
2019
Q4 | $14K | Sell |
200
-31
| -13% | -$2.17K | 0.01% | 305 |
|
|
2019
Q3 | $16K | Hold |
231
| – | – | 0.01% | 272 |
|
|
2019
Q2 | $18K | Hold |
231
| – | – | 0.01% | 287 |
|
|
2019
Q1 | $17K | Hold |
231
| – | – | 0.01% | 320 |
|
|
2018
Q4 | $14K | Buy |
+231
| New | +$14K | 0.01% | 335 |
|