Independence Trust’s CSX Corp CSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-28,800
| Closed | -$258K | – | 74 |
|
|
2015
Q3 | $258K | Buy |
28,800
+4,500
| +19% | +$40.3K | 0.26% | 78 |
|
|
2015
Q2 | $264K | Sell |
24,300
-8,100
| -25% | -$88K | 0.18% | 91 |
|
|
2015
Q1 | $358K | Buy |
32,400
+3,750
| +13% | +$41.4K | 0.23% | 77 |
|
|
2014
Q4 | $346K | Buy |
28,650
+9,900
| +53% | +$120K | 0.21% | 84 |
|
|
2014
Q3 | $200K | Buy |
+18,750
| New | +$200K | 0.13% | 100 |
|