Integrated Wealth Management’s CSX Corp CSX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | – | Sell |
-2,919
| Closed | -$30K | – | 382 |
|
2016
Q3 | $30K | Sell |
2,919
-957
| -25% | -$9.84K | 0.01% | 515 |
|
2016
Q2 | $34K | Buy |
3,876
+969
| +33% | +$8.5K | 0.01% | 480 |
|
2016
Q1 | $25K | Buy |
2,907
+3
| +0.1% | +$26 | 0.01% | 505 |
|
2015
Q4 | $25K | Buy |
2,904
+6
| +0.2% | +$52 | 0.01% | 532 |
|
2015
Q3 | $26K | Buy |
2,898
+6
| +0.2% | +$54 | 0.01% | 504 |
|
2015
Q2 | $31K | Buy |
2,892
+3
| +0.1% | +$32 | 0.01% | 483 |
|
2015
Q1 | $31K | Buy |
+2,889
| New | +$31K | 0.01% | 464 |
|