Invenio Wealth Partners’s CSX Corp CSX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-8,625	Closed	-$299K	–	99
2023 Q4	$299K	Sell	8,625 -720	-8%	-$25K	0.22%	69
2023 Q3	$287K	Buy	9,345 +967	+12%	+$29.7K	0.26%	65
2023 Q2	$286K	Buy	+8,378	New	+$286K	0.32%	57