LWM
LBA Wealth Management’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $122K | Buy |
2,619
+2,000
| +323% | +$93.2K | 0.06% | 132 |
|
|
2016
Q4 | $22K | Sell |
619
-500
| -45% | -$17.8K | 0.01% | 255 |
|
|
2016
Q3 | $34K | Buy |
1,119
+500
| +81% | +$15.2K | 0.02% | 230 |
|
|
2016
Q2 | $16K | Hold |
619
| – | – | 0.01% | 266 |
|
|
2016
Q1 | $16K | Hold |
619
| – | – | 0.01% | 264 |
|
|
2015
Q4 | $16K | Buy |
619
+25
| +4% | +$646 | 0.01% | 267 |
|
|
2015
Q3 | $16K | Hold |
594
| – | – | 0.01% | 242 |
|
|
2015
Q2 | $19K | Hold |
594
| – | – | 0.01% | 210 |
|
|
2015
Q1 | $20K | Hold |
594
| – | – | 0.01% | 206 |
|
|
2014
Q4 | $22K | Hold |
594
| – | – | 0.01% | 202 |
|
|
2014
Q3 | $19K | Hold |
594
| – | – | 0.01% | 239 |
|
|
2014
Q2 | $18K | Hold |
594
| – | – | 0.01% | 188 |
|
|
2014
Q1 | $17K | Buy |
594
+294
| +98% | +$8.41K | 0.01% | 184 |
|
|
2013
Q4 | $9K | Buy |
+300
| New | +$9K | 0.01% | 211 |
|