HPIA

Hamilton Point Investment Advisors’s CSX Corp CSX Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-6,356	Closed	-$217K	–	136
2023 Q2	$217K	Buy	+6,356	New	+$217K	0.05%	116
2022 Q1	–	Sell	-9,900	Closed	-$372K	–	78
2021 Q4	$372K	Hold	9,900	–	–	0.09%	68
2021 Q3	$294K	Hold	9,900	–	–	0.08%	71
2021 Q2	$318K	Buy	9,900 +6,600	+200%	+$212K	0.09%	67
2021 Q1	$318K	Hold	3,300	–	–	0.09%	65
2020 Q4	$299K	Hold	3,300	–	–	0.09%	64
2020 Q3	$256K	Hold	3,300	–	–	0.09%	62
2020 Q2	$230K	Buy	+3,300	New	+$230K	0.09%	63
2020 Q1	–	Sell	-3,300	Closed	-$239K	–	67
2019 Q4	$239K	Hold	3,300	–	–	0.09%	69
2019 Q3	$229K	Hold	3,300	–	–	0.09%	69
2019 Q2	$255K	Hold	3,300	–	–	0.11%	69
2019 Q1	$247K	Hold	3,300	–	–	0.11%	68
2018 Q4	$205K	Hold	3,300	–	–	0.1%	70
2018 Q3	$244K	Hold	3,300	–	–	0.11%	70
2018 Q2	$210K	Buy	+3,300	New	+$210K	0.1%	70