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