KMS Financial Services’s CSX Corp CSX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q3
$570K Buy
53,310
+14,496
+37% +$155K 0.08% 232
2014
Q2
$399K Buy
38,814
+5,241
+16% +$53.9K 0.06% 323
2014
Q1
$324K Buy
33,573
+9,249
+38% +$89.3K 0.05% 355
2013
Q4
$233K Buy
+24,324
New +$233K 0.04% 436