Monterey Private Wealth’s CSX Corp CSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$246K Buy
2022
Q3
$214K Buy
2022
Q2
$221K Hold
2022
Q1
$288K Hold
2021
Q4
$287K Hold
2021
Q3
$239K Hold
2021
Q2
$244K Hold
2021
Q1
$260K Hold
2020
Q4
$231K Buy
2020
Q1
Sell
2019
Q4
$217K Buy