Heartwood 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
Q4
Sell
-6,005
Closed -$207K 172
2024
Q3
$207K Hold
6,005
0.02% 173
2024
Q2
$201K Hold
6,005
0.02% 172
2024
Q1
$223K Hold
6,005
0.03% 146
2023
Q4
$208K Buy
+6,005
New +$208K 0.03% 139