IWA
IVC Wealth Advisors’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,335
| Closed | -$245K | – | 165 |
|
|
2024
Q2 | $245K | Sell |
7,335
-184
| -2% | -$6.16K | 0.14% | 142 |
|
|
2024
Q1 | $279K | Hold |
7,519
| – | – | 0.16% | 130 |
|
|
2023
Q4 | $261K | Sell |
7,519
-1,500
| -17% | -$52K | 0.16% | 124 |
|
|
2023
Q3 | $277K | Hold |
9,019
| – | – | 0.19% | 114 |
|
|
2023
Q2 | $308K | Sell |
9,019
-1,650
| -15% | -$56.3K | 0.19% | 111 |
|
|
2023
Q1 | $319K | Sell |
10,669
-3,210
| -23% | -$96.1K | 0.23% | 103 |
|
|
2022
Q4 | $430K | Hold |
13,879
| – | – | 0.32% | 82 |
|
|
2022
Q3 | $370K | Hold |
13,879
| – | – | 0.3% | 82 |
|
|
2022
Q2 | $403K | Hold |
13,879
| – | – | 0.31% | 81 |
|
|
2022
Q1 | $520K | Hold |
13,879
| – | – | 0.34% | 71 |
|
|
2021
Q4 | $522K | Sell |
13,879
-1,290
| -9% | -$48.5K | 0.34% | 77 |
|
|
2021
Q3 | $451K | Sell |
15,169
-2,900
| -16% | -$86.2K | 0.31% | 82 |
|
|
2021
Q2 | $580K | Buy |
18,069
+11,546
| +177% | +$371K | 0.41% | 69 |
|
|
2021
Q1 | $629K | Sell |
6,523
-1,125
| -15% | -$108K | 0.5% | 59 |
|
|
2020
Q4 | $694K | Buy |
+7,648
| New | +$694K | 0.66% | 44 |
|