LWMG
Levy Wealth Management Group’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $634K | Hold |
18,950
| – | – | 0.16% | 52 |
|
|
2024
Q1 | $657K | Hold |
18,950
| – | – | 0.18% | 48 |
|
|
2023
Q4 | $657K | Hold |
18,950
| – | – | 0.18% | 48 |
|
|
2023
Q3 | $583K | Hold |
18,950
| – | – | 0.18% | 49 |
|
|
2023
Q2 | $646K | Hold |
18,950
| – | – | 0.19% | 49 |
|
|
2023
Q1 | $567K | Hold |
18,950
| – | – | 0.17% | 50 |
|
|
2022
Q4 | $587K | Hold |
18,950
| – | – | 0.2% | 47 |
|
|
2022
Q3 | $505K | Hold |
18,950
| – | – | 0.22% | 40 |
|
|
2022
Q2 | $551K | Buy |
18,950
+29
| +0.2% | +$843 | 0.25% | 38 |
|
|
2022
Q1 | $709K | Buy |
18,921
+24
| +0.1% | +$899 | 0.29% | 31 |
|
|
2021
Q4 | $711K | Buy |
18,897
+22
| +0.1% | +$828 | 0.32% | 34 |
|
|
2021
Q3 | $561K | Buy |
18,875
+25
| +0.1% | +$743 | 0.31% | 34 |
|
|
2021
Q2 | $595K | Buy |
18,850
+12,546
| +199% | +$396K | 0.34% | 34 |
|
|
2021
Q1 | $608K | Buy |
6,304
+23
| +0.4% | +$2.22K | 0.4% | 33 |
|
|
2020
Q4 | $570K | Buy |
+6,281
| New | +$570K | 0.4% | 31 |
|