MWM
Mascoma Wealth Management’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.2K | Hold |
681
| – | – | 0.01% | 252 |
|
|
2025
Q1 | $20K | Hold |
681
| – | – | 0.01% | 262 |
|
|
2024
Q4 | $22K | Hold |
681
| – | – | 0.01% | 266 |
|
|
2024
Q3 | $23.5K | Hold |
681
| – | – | 0.01% | 251 |
|
|
2024
Q2 | $22.8K | Hold |
681
| – | – | 0.01% | 259 |
|
|
2024
Q1 | $25.2K | Hold |
681
| – | – | 0.01% | 242 |
|
|
2023
Q4 | $23.6K | Hold |
681
| – | – | 0.01% | 256 |
|
|
2023
Q3 | $20.9K | Hold |
681
| – | – | 0.01% | 269 |
|
|
2023
Q2 | $21.3K | Hold |
681
| – | – | 0.01% | 266 |
|
|
2023
Q1 | $20.9K | Hold |
681
| – | – | 0.01% | 336 |
|
|
2022
Q4 | $21.1K | Hold |
681
| – | – | 0.01% | 324 |
|
|
2022
Q3 | $18K | Hold |
681
| – | – | 0.01% | 335 |
|
|
2022
Q2 | $20K | Hold |
681
| – | – | 0.01% | 339 |
|
|
2022
Q1 | $26K | Hold |
681
| – | – | 0.01% | 337 |
|
|
2021
Q4 | $26K | Hold |
681
| – | – | 0.01% | 290 |
|
|
2021
Q3 | $20K | Buy |
+681
| New | +$20K | 0.01% | 292 |
|
|
2021
Q2 | – | Sell |
-629
| Closed | -$61K | – | 174 |
|
|
2021
Q1 | $61K | Buy |
+629
| New | +$61K | 0.03% | 190 |
|
|
2019
Q3 | – | Sell |
-414
| Closed | -$32K | – | 131 |
|
|
2019
Q2 | $32K | Hold |
414
| – | – | 0.02% | 189 |
|
|
2019
Q1 | $31K | Hold |
414
| – | – | 0.02% | 182 |
|
|
2018
Q4 | $26K | Hold |
414
| – | – | 0.02% | 188 |
|
|
2018
Q3 | $31K | Hold |
414
| – | – | 0.02% | 198 |
|
|
2018
Q2 | $26K | Hold |
414
| – | – | 0.02% | 204 |
|
|
2018
Q1 | $23K | Hold |
414
| – | – | 0.02% | 209 |
|
|
2017
Q4 | $23K | Sell |
414
-90
| -18% | -$5K | 0.01% | 201 |
|
|
2017
Q3 | $27K | Hold |
504
| – | – | 0.02% | 199 |
|
|
2017
Q2 | $27K | Hold |
504
| – | – | 0.02% | 204 |
|
|
2017
Q1 | $23K | Hold |
504
| – | – | 0.02% | 202 |
|
|
2016
Q4 | $18K | Buy |
+504
| New | +$18K | 0.01% | 223 |
|