KWA
KCS Wealth Advisory’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $354K | Sell |
11,513
-480
| -4% | -$14.8K | 0.15% | 105 |
|
|
2023
Q2 | $409K | Hold |
11,993
| – | – | 0.14% | 111 |
|
|
2023
Q1 | $359K | Sell |
11,993
-153
| -1% | -$4.58K | 0.14% | 112 |
|
|
2022
Q4 | $376K | Sell |
12,146
-114
| -0.9% | -$3.53K | 0.16% | 112 |
|
|
2022
Q3 | $327K | Sell |
12,260
-225
| -2% | -$6K | 0.15% | 122 |
|
|
2022
Q2 | $363K | Hold |
12,485
| – | – | 0.16% | 116 |
|
|
2022
Q1 | $468K | Sell |
12,485
-411
| -3% | -$15.4K | 0.22% | 105 |
|
|
2021
Q4 | $485K | Buy |
12,896
+375
| +3% | +$14.1K | 0.19% | 110 |
|
|
2021
Q3 | $372K | Sell |
12,521
-160
| -1% | -$4.75K | 0.18% | 112 |
|
|
2021
Q2 | $407K | Buy |
12,681
+7,087
| +127% | +$227K | 0.19% | 112 |
|
|
2021
Q1 | $539K | Sell |
5,594
-1,400
| -20% | -$135K | 0.28% | 97 |
|
|
2020
Q4 | $635K | Sell |
6,994
-395
| -5% | -$35.9K | 0.42% | 82 |
|
|
2020
Q3 | $574K | Sell |
7,389
-749
| -9% | -$58.2K | 0.46% | 81 |
|
|
2020
Q2 | $568K | Sell |
8,138
-66
| -0.8% | -$4.61K | 0.47% | 79 |
|
|
2020
Q1 | $470K | Sell |
8,204
-391
| -5% | -$22.4K | 0.48% | 84 |
|
|
2019
Q4 | $622K | Buy |
8,595
+352
| +4% | +$25.5K | 0.47% | 90 |
|
|
2019
Q3 | $571K | Sell |
8,243
-462
| -5% | -$32K | 0.39% | 93 |
|
|
2019
Q2 | $673K | Sell |
8,705
-58
| -0.7% | -$4.48K | 0.53% | 81 |
|
|
2019
Q1 | $656K | Sell |
8,763
-115
| -1% | -$8.61K | 0.57% | 83 |
|
|
2018
Q4 | $552K | Sell |
8,878
-201
| -2% | -$12.5K | 0.58% | 81 |
|
|
2018
Q3 | $672K | Buy |
9,079
+146
| +2% | +$10.8K | 0.62% | 71 |
|
|
2018
Q2 | $570K | Sell |
8,933
-132
| -1% | -$8.42K | 0.53% | 82 |
|
|
2018
Q1 | $505K | Sell |
9,065
-270
| -3% | -$15K | 0.46% | 88 |
|
|
2017
Q4 | $514K | Buy |
+9,335
| New | +$514K | 0.5% | 79 |
|