JWCA
J.W. Coons Advisors’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,190
| Closed | -$214K | – | 236 |
|
|
2024
Q3 | $214K | Hold |
6,190
| – | – | 0.05% | 228 |
|
|
2024
Q2 | $207K | Sell |
6,190
-500
| -7% | -$16.7K | 0.05% | 226 |
|
|
2024
Q1 | $248K | Hold |
6,690
| – | – | 0.06% | 213 |
|
|
2023
Q4 | $232K | Sell |
6,690
-60
| -0.9% | -$2.08K | 0.06% | 220 |
|
|
2023
Q3 | $208K | Hold |
6,750
| – | – | 0.06% | 222 |
|
|
2023
Q2 | $230K | Hold |
6,750
| – | – | 0.06% | 223 |
|
|
2023
Q1 | $202K | Hold |
6,750
| – | – | 0.06% | 234 |
|
|
2022
Q4 | $209K | Buy |
+6,750
| New | +$209K | 0.06% | 222 |
|
|
2022
Q2 | – | Sell |
-6,750
| Closed | -$252K | – | 246 |
|
|
2022
Q1 | $252K | Hold |
6,750
| – | – | 0.08% | 219 |
|
|
2021
Q4 | $254K | Hold |
6,750
| – | – | 0.08% | 215 |
|
|
2021
Q3 | $201K | Hold |
6,750
| – | – | 0.07% | 244 |
|
|
2021
Q2 | $216K | Buy |
6,750
+4,500
| +200% | +$144K | 0.08% | 205 |
|
|
2021
Q1 | $217K | Hold |
2,250
| – | – | 0.08% | 207 |
|
|
2020
Q4 | $205K | Buy |
+2,250
| New | +$205K | 0.08% | 198 |
|
|
2020
Q3 | – | Sell |
-3,527
| Closed | -$246K | – | 197 |
|
|
2020
Q2 | $246K | Hold |
3,527
| – | – | 0.11% | 168 |
|
|
2020
Q1 | $201K | Buy |
+3,527
| New | +$201K | 0.11% | 178 |
|