MBM Wealth Consultants’s CSX Corp CSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,000
Closed -$60K 142
2023
Q1
$60K Hold
2,000
0.02% 153
2022
Q4
$62K Hold
2,000
0.03% 151
2022
Q3
$55K Hold
2,000
0.03% 149
2022
Q2
$58K Hold
2,000
0.03% 154
2022
Q1
$75K Buy
2,000
+400
+25% +$15K 0.03% 154
2021
Q4
$60K Buy
1,600
+600
+60% +$22.5K 0.02% 145
2021
Q3
$30K Buy
+1,000
New +$30K 0.01% 180