KJWM
Kiley Juergens Wealth Management’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $352K | Hold |
10,782
| – | – | 0.08% | 72 |
|
|
2025
Q1 | $317K | Sell |
10,782
-600
| -5% | -$17.7K | 0.08% | 70 |
|
|
2024
Q4 | $367K | Sell |
11,382
-562
| -5% | -$18.1K | 0.09% | 69 |
|
|
2024
Q3 | $412K | Hold |
11,944
| – | – | 0.11% | 67 |
|
|
2024
Q2 | $400K | Sell |
11,944
-300
| -2% | -$10K | 0.11% | 69 |
|
|
2024
Q1 | $454K | Sell |
12,244
-400
| -3% | -$14.8K | 0.14% | 62 |
|
|
2023
Q4 | $438K | Buy |
12,644
+1,800
| +17% | +$62.4K | 0.15% | 59 |
|
|
2023
Q3 | $333K | Hold |
10,844
| – | – | 0.12% | 71 |
|
|
2023
Q2 | $370K | Sell |
10,844
-45
| -0.4% | -$1.53K | 0.13% | 71 |
|
|
2023
Q1 | $326K | Hold |
10,889
| – | – | 0.12% | 70 |
|
|
2022
Q4 | $337K | Sell |
10,889
-120
| -1% | -$3.72K | 0.14% | 68 |
|
|
2022
Q3 | $293K | Sell |
11,009
-600
| -5% | -$16K | 0.14% | 67 |
|
|
2022
Q2 | $337K | Buy |
+11,609
| New | +$337K | 0.16% | 67 |
|
|
2022
Q1 | – | Sell |
-12,381
| Closed | -$466K | – | 55 |
|
|
2021
Q4 | $466K | Buy |
12,381
+1
| +0% | +$38 | 0.18% | 63 |
|
|
2021
Q3 | $368K | Sell |
12,380
-5,716
| -32% | -$170K | 0.16% | 64 |
|
|
2021
Q2 | $580K | Buy |
+18,096
| New | +$580K | 0.27% | 55 |
|
|
2018
Q4 | – | Sell |
-2,728
| Closed | -$202K | – | 166 |
|
|
2018
Q3 | $202K | Buy |
2,728
+1
| +0% | +$74 | 0.15% | 100 |
|
|
2018
Q2 | $173K | Buy |
+2,727
| New | +$173K | 0.15% | 93 |
|
|
2018
Q1 | – | Sell |
-2,834
| Closed | -$155K | – | 194 |
|
|
2017
Q4 | $155K | Buy |
+2,834
| New | +$155K | 0.14% | 93 |
|