Marcum Wealth’s CSX Corp CSX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-9,900
| Closed | -$371K | – | 391 |
|
2022
Q1 | $371K | Sell |
9,900
-22,002
| -69% | -$825K | 0.05% | 211 |
|
2021
Q4 | $1.2M | Sell |
31,902
-770
| -2% | -$29K | 0.17% | 88 |
|
2021
Q3 | $972K | Buy |
32,672
+8,231
| +34% | +$245K | 0.15% | 95 |
|
2021
Q2 | $784K | Sell |
24,441
-42
| -0.2% | -$1.35K | 0.13% | 119 |
|
2021
Q1 | $787K | Buy |
+24,483
| New | +$787K | 0.13% | 113 |
|