KOMWMG
Kerntke Otto McGlone Wealth Management Group’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-6,876
| Closed | -$204K | – | 72 |
|
|
2021
Q3 | $204K | Sell |
6,876
-10,495
| -60% | -$311K | 0.61% | 36 |
|
|
2021
Q2 | $557K | Buy |
17,371
+12,163
| +234% | +$390K | 0.22% | 74 |
|
|
2021
Q1 | $502K | Sell |
5,208
-272
| -5% | -$26.2K | 0.26% | 72 |
|
|
2020
Q4 | $497K | Sell |
5,480
-740
| -12% | -$67.1K | 0.29% | 67 |
|
|
2020
Q3 | $483K | Sell |
6,220
-28
| -0.4% | -$2.17K | 0.35% | 64 |
|
|
2020
Q2 | $436K | Buy |
6,248
+13
| +0.2% | +$907 | 0.4% | 58 |
|
|
2020
Q1 | $357K | Sell |
6,235
-248
| -4% | -$14.2K | 0.4% | 57 |
|
|
2019
Q4 | $469K | Buy |
+6,483
| New | +$469K | 0.4% | 59 |
|