MRWM
ML&R Wealth Management’s CSX Corp CSX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-20,184
| Closed | -$538K | – | 62 |
|
2022
Q3 | $538K | Buy |
20,184
+44
| +0.2% | +$1.17K | 0.18% | 36 |
|
2022
Q2 | $585K | Sell |
20,140
-44
| -0.2% | -$1.28K | 0.26% | 27 |
|
2022
Q1 | $756K | Buy |
20,184
+105
| +0.5% | +$3.93K | 0.28% | 21 |
|
2021
Q4 | $755K | Buy |
+20,079
| New | +$755K | 0.28% | 20 |
|