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 |
|