GWANC
Guardian Wealth Advisors (North Carolina)’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,842
| Closed | -$254K | – | 439 |
|
|
2024
Q1 | $254K | Buy |
6,842
+282
| +4% | +$10.5K | 0.03% | 231 |
|
|
2023
Q4 | $227K | Sell |
6,560
-1,070
| -14% | -$37.1K | 0.03% | 229 |
|
|
2023
Q3 | $235K | Buy |
7,630
+1,315
| +21% | +$40.4K | 0.04% | 208 |
|
|
2023
Q2 | $215K | Sell |
6,315
-796
| -11% | -$27.1K | 0.04% | 215 |
|
|
2023
Q1 | $213K | Buy |
7,111
+117
| +2% | +$3.5K | 0.04% | 207 |
|
|
2022
Q4 | $217K | Buy |
+6,994
| New | +$217K | 0.04% | 187 |
|