LWM
Lakeridge Wealth Management’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Buy |
+6,290
| New | +$205K | 0.09% | 146 |
|
|
2025
Q1 | – | Sell |
-6,222
| Closed | -$201K | – | 154 |
|
|
2024
Q4 | $201K | Buy |
6,222
+46
| +0.7% | +$1.48K | 0.1% | 149 |
|
|
2024
Q3 | $213K | Buy |
6,176
+1
| +0% | +$35 | 0.12% | 146 |
|
|
2024
Q2 | $207K | Buy |
6,175
+21
| +0.3% | +$702 | 0.12% | 140 |
|
|
2024
Q1 | $228K | Buy |
6,154
+24
| +0.4% | +$890 | 0.15% | 118 |
|
|
2023
Q4 | $213K | Buy |
+6,130
| New | +$213K | 0.15% | 122 |
|