MWA
Meridian Wealth Advisors’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,500
| Closed | -$251K | – | 179 |
|
|
2024
Q2 | $251K | Hold |
7,500
| – | – | 0.04% | 155 |
|
|
2024
Q1 | $278K | Hold |
7,500
| – | – | 0.05% | 153 |
|
|
2023
Q4 | $260K | Sell |
7,500
-200
| -3% | -$6.93K | 0.06% | 156 |
|
|
2023
Q3 | $237K | Buy |
7,700
+200
| +3% | +$6.15K | 0.06% | 160 |
|
|
2023
Q2 | $256K | Hold |
7,500
| – | – | 0.06% | 155 |
|
|
2023
Q1 | $225K | Hold |
7,500
| – | – | 0.06% | 171 |
|
|
2022
Q4 | $232K | Hold |
7,500
| – | – | 0.06% | 173 |
|
|
2022
Q3 | $200K | Hold |
7,500
| – | – | 0.06% | 177 |
|
|
2022
Q2 | $218K | Sell |
7,500
-390
| -5% | -$11.3K | 0.06% | 178 |
|
|
2022
Q1 | $295K | Hold |
7,890
| – | – | 0.07% | 170 |
|
|
2021
Q4 | $297K | Sell |
7,890
-69
| -0.9% | -$2.6K | 0.07% | 162 |
|
|
2021
Q3 | $237K | Hold |
7,959
| – | – | 0.07% | 176 |
|
|
2021
Q2 | $255K | Buy |
7,959
+5,459
| +218% | +$175K | 0.07% | 169 |
|
|
2021
Q1 | $241K | Hold |
2,500
| – | – | 0.08% | 156 |
|
|
2020
Q4 | $227K | Sell |
2,500
-35
| -1% | -$3.18K | 0.08% | 159 |
|
|
2020
Q3 | $197K | Sell |
2,535
-697
| -22% | -$54.2K | 0.08% | 155 |
|
|
2020
Q2 | $225K | Buy |
+3,232
| New | +$225K | 0.1% | 149 |
|
|
2019
Q1 | – | Sell |
-2,500
| Closed | -$155K | – | 183 |
|
|
2018
Q4 | $155K | Buy |
+2,500
| New | +$155K | 0.12% | 135 |
|