Heritage Wealth Management (Arizona)’s CSX Corp CSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.13M | Buy |
36,624
+18,355
| +100% | +$569K | 0.16% | 104 |
|
|
2022
Q3 | $487K | Buy |
18,269
+101
| +0.6% | +$2.69K | 0.16% | 102 |
|
|
2022
Q2 | $528K | Sell |
18,168
-7,200
| -28% | -$209K | 0.18% | 96 |
|
|
2022
Q1 | $950K | Buy |
+25,368
| New | +$950K | 0.26% | 71 |
|
|
2021
Q3 | $754K | Hold |
25,368
| – | – | 0.27% | 71 |
|
|
2021
Q2 | $814K | Sell |
25,368
-1,800
| -7% | -$57.8K | 0.31% | 67 |
|
|
2021
Q1 | $873K | Buy |
+27,168
| New | +$873K | 0.49% | 49 |
|