JWA
JFS Wealth Advisors’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.7K | Sell |
787
-839
| -52% | -$27.4K | ﹤0.01% | 609 |
|
|
2025
Q1 | $47.8K | Buy |
1,626
+207
| +15% | +$6.09K | ﹤0.01% | 484 |
|
|
2024
Q4 | $45.8K | Sell |
1,419
-7,914
| -85% | -$255K | ﹤0.01% | 479 |
|
|
2024
Q3 | $322K | Sell |
9,333
-186
| -2% | -$6.42K | 0.02% | 242 |
|
|
2024
Q2 | $318K | Sell |
9,519
-314
| -3% | -$10.5K | 0.03% | 190 |
|
|
2024
Q1 | $365K | Buy |
9,833
+8,704
| +771% | +$323K | 0.03% | 182 |
|
|
2023
Q4 | $39.1K | Buy |
1,129
+50
| +5% | +$1.73K | ﹤0.01% | 450 |
|
|
2023
Q3 | $33.2K | Buy |
1,079
+103
| +11% | +$3.17K | ﹤0.01% | 431 |
|
|
2023
Q2 | $33.3K | Buy |
976
+87
| +10% | +$2.97K | ﹤0.01% | 433 |
|
|
2023
Q1 | $26.6K | Sell |
889
-56
| -6% | -$1.68K | ﹤0.01% | 476 |
|
|
2022
Q4 | $29.3K | Sell |
945
-170
| -15% | -$5.27K | ﹤0.01% | 454 |
|
|
2022
Q3 | $30K | Buy |
1,115
+350
| +46% | +$9.42K | ﹤0.01% | 477 |
|
|
2022
Q2 | $22K | Sell |
765
-428
| -36% | -$12.3K | ﹤0.01% | 568 |
|
|
2022
Q1 | $45K | Buy |
1,193
+352
| +42% | +$13.3K | ﹤0.01% | 447 |
|
|
2021
Q4 | $32K | Buy |
841
+241
| +40% | +$9.17K | ﹤0.01% | 492 |
|
|
2021
Q3 | $18K | Buy |
+600
| New | +$18K | ﹤0.01% | 555 |
|
|
2020
Q4 | – | Sell |
-1,500
| Closed | -$117K | – | 582 |
|
|
2020
Q3 | $117K | Hold |
1,500
| – | – | 0.03% | 167 |
|
|
2020
Q2 | $105K | Hold |
1,500
| – | – | 0.03% | 174 |
|
|
2020
Q1 | $86K | Hold |
1,500
| – | – | 0.03% | 186 |
|
|
2019
Q4 | $109K | Hold |
1,500
| – | – | 0.03% | 189 |
|
|
2019
Q3 | $104K | Hold |
1,500
| – | – | 0.03% | 186 |
|
|
2019
Q2 | $116K | Hold |
1,500
| – | – | 0.03% | 174 |
|
|
2019
Q1 | $112K | Hold |
1,500
| – | – | 0.03% | 169 |
|
|
2018
Q4 | $93K | Hold |
1,500
| – | – | 0.02% | 182 |
|
|
2018
Q3 | $111K | Hold |
1,500
| – | – | 0.03% | 186 |
|
|
2018
Q2 | $96K | Hold |
1,500
| – | – | 0.03% | 198 |
|
|
2018
Q1 | $84K | Hold |
1,500
| – | – | 0.02% | 206 |
|
|
2017
Q4 | $83K | Hold |
1,500
| – | – | 0.02% | 212 |
|
|
2017
Q3 | $81K | Hold |
1,500
| – | – | 0.02% | 200 |
|
|
2017
Q2 | $82K | Sell |
1,500
-750
| -33% | -$41K | 0.02% | 187 |
|
|
2017
Q1 | $81K | Hold |
2,250
| – | – | 0.02% | 183 |
|
|
2016
Q4 | $81K | Sell |
2,250
-5,250
| -70% | -$189K | 0.02% | 183 |
|
|
2016
Q3 | $229K | Buy |
7,500
+6,000
| +400% | +$183K | 0.07% | 117 |
|
|
2016
Q2 | $39K | Hold |
1,500
| – | – | 0.01% | 279 |
|
|
2016
Q1 | $39K | Hold |
1,500
| – | – | 0.01% | 258 |
|
|
2015
Q4 | $39K | Hold |
1,500
| – | – | 0.01% | 265 |
|
|
2015
Q3 | $40K | Hold |
1,500
| – | – | 0.02% | 226 |
|
|
2015
Q2 | $49K | Hold |
1,500
| – | – | 0.03% | 187 |
|
|
2015
Q1 | $50K | Hold |
1,500
| – | – | 0.02% | 182 |
|
|
2014
Q4 | $54K | Hold |
1,500
| – | – | 0.01% | 177 |
|
|
2014
Q3 | $48K | Hold |
1,500
| – | – | 0.01% | 183 |
|
|
2014
Q2 | $46K | Buy |
+1,500
| New | +$46K | 0.01% | 195 |
|
|
2014
Q1 | – | Sell |
-8,052
| Closed | -$232K | – | 117 |
|
|
2013
Q4 | $232K | Hold |
8,052
| – | – | 0.1% | 115 |
|
|
2013
Q3 | $207K | Buy |
+8,052
| New | +$207K | 0.1% | 116 |
|