IAS
IMA Advisory Services’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-469
| Closed | -$35K | – | 283 |
|
|
2019
Q1 | $35K | Buy |
+469
| New | +$35K | 0.01% | 165 |
|
|
2016
Q1 | – | Sell |
-17,930
| Closed | -$465K | – | 109 |
|
|
2015
Q4 | $465K | Hold |
17,930
| – | – | 0.28% | 79 |
|
|
2015
Q3 | $482K | Sell |
17,930
-500
| -3% | -$13.4K | 0.31% | 80 |
|
|
2015
Q2 | $602K | Sell |
18,430
-665
| -3% | -$21.7K | 0.29% | 77 |
|
|
2015
Q1 | $632K | Sell |
19,095
-125
| -0.7% | -$4.14K | 0.31% | 76 |
|
|
2014
Q4 | $696K | Sell |
19,220
-4,120
| -18% | -$149K | 0.36% | 69 |
|
|
2014
Q3 | $748K | Hold |
23,340
| – | – | 0.35% | 79 |
|
|
2014
Q2 | $719K | Sell |
23,340
-880
| -4% | -$27.1K | 0.33% | 86 |
|
|
2014
Q1 | $702K | Sell |
24,220
-200
| -0.8% | -$5.8K | 0.33% | 86 |
|
|
2013
Q4 | $703K | Buy |
24,420
+200
| +0.8% | +$5.76K | 0.33% | 86 |
|
|
2013
Q3 | $623K | Buy |
24,220
+1,090
| +5% | +$28K | 0.31% | 95 |
|
|
2013
Q2 | $536K | Buy |
+23,130
| New | +$536K | 0.29% | 101 |
|