MinichMacGregor Wealth Management’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-13,707
| Closed | -$248K | – | 65 |
|
|
2018
Q4 | $248K | Buy |
13,707
+12,162
| +787% | +$220K | 0.17% | 84 |
|
|
2018
Q3 | $38K | Buy |
1,545
+3
| +0.2% | +$74 | 0.03% | 145 |
|
|
2018
Q2 | $33K | Buy |
1,542
+18
| +1% | +$385 | 0.02% | 147 |
|
|
2018
Q1 | $28K | Buy |
1,524
+15
| +1% | +$276 | 0.02% | 161 |
|
|
2017
Q4 | $27K | Sell |
1,509
-15
| -1% | -$268 | 0.02% | 164 |
|
|
2017
Q3 | $27K | Buy |
1,524
+12
| +0.8% | +$213 | 0.02% | 157 |
|
|
2017
Q2 | $27K | Buy |
1,512
+15
| +1% | +$268 | 0.02% | 149 |
|
|
2017
Q1 | $23K | Sell |
1,497
-111
| -7% | -$1.71K | 0.02% | 164 |
|
|
2016
Q4 | $19K | Sell |
1,608
-33
| -2% | -$390 | 0.02% | 184 |
|
|
2016
Q3 | $16K | Buy |
1,641
+63
| +4% | +$614 | 0.02% | 201 |
|
|
2016
Q2 | $13K | Sell |
1,578
-39
| -2% | -$321 | 0.01% | 221 |
|
|
2016
Q1 | $13K | Sell |
1,617
-297
| -16% | -$2.39K | 0.01% | 212 |
|
|
2015
Q4 | $21K | Buy |
+1,914
| New | +$21K | 0.02% | 161 |
|