Lifeworks Advisors’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,819
| Closed | -$270K | – | 307 |
|
|
2024
Q3 | $270K | Sell |
7,819
-3,051
| -28% | -$105K | 0.05% | 243 |
|
|
2024
Q2 | $364K | Buy |
10,870
+369
| +4% | +$12.3K | 0.1% | 156 |
|
|
2024
Q1 | $389K | Buy |
10,501
+1,244
| +13% | +$46.1K | 0.11% | 146 |
|
|
2023
Q4 | $321K | Sell |
9,257
-469
| -5% | -$16.3K | 0.11% | 153 |
|
|
2023
Q3 | $299K | Buy |
9,726
+2,079
| +27% | +$63.9K | 0.12% | 148 |
|
|
2023
Q2 | $261K | Buy |
+7,647
| New | +$261K | 0.11% | 137 |
|