JWM
Jackson Wealth Management’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-12,152
| Closed | -$376K | – | 143 |
|
|
2022
Q4 | $376K | Sell |
12,152
-86,717
| -88% | -$2.69M | 0.14% | 76 |
|
|
2022
Q3 | $2.63M | Buy |
98,869
+63,677
| +181% | +$1.7M | 0.52% | 46 |
|
|
2022
Q2 | $1.02M | Sell |
35,192
-75,427
| -68% | -$2.19M | 0.47% | 49 |
|
|
2022
Q1 | $4.14M | Sell |
110,619
-49,147
| -31% | -$1.84M | 0.58% | 44 |
|
|
2021
Q4 | $6.01M | Buy |
159,766
+4,399
| +3% | +$165K | 0.76% | 42 |
|
|
2021
Q3 | $7K | Buy |
155,367
+56,296
| +57% | +$2.54K | 0.08% | 72 |
|
|
2021
Q2 | $3.18M | Buy |
99,071
+70,707
| +249% | +$2.27M | 0.4% | 64 |
|
|
2021
Q1 | $2.74M | Buy |
28,364
+3,698
| +15% | +$357K | 0.41% | 66 |
|
|
2020
Q4 | $2.24M | Buy |
24,666
+3,534
| +17% | +$321K | 0.31% | 75 |
|
|
2020
Q3 | $1.64M | Buy |
21,132
+4,754
| +29% | +$369K | 0.25% | 82 |
|
|
2020
Q2 | $1.14M | Buy |
16,378
+1,907
| +13% | +$133K | 0.2% | 90 |
|
|
2020
Q1 | $950K | Buy |
14,471
+1,433
| +11% | +$94.1K | 0.2% | 78 |
|
|
2019
Q4 | $1M | Buy |
13,038
+469
| +4% | +$36K | 0.17% | 107 |
|
|
2019
Q3 | $840K | Buy |
12,569
+929
| +8% | +$62.1K | 0.18% | 98 |
|
|
2019
Q2 | $913K | Buy |
11,640
+351
| +3% | +$27.5K | 0.2% | 80 |
|
|
2019
Q1 | $845K | Buy |
+11,289
| New | +$845K | 0.21% | 79 |
|