Mosaic Family Wealth’s CSX Corp CSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,397
| Closed | -$60K | – | 263 |
|
|
2019
Q1 | $60K | Hold |
2,397
| – | – | 0.02% | 293 |
|
|
2018
Q4 | $50K | Hold |
2,397
| – | – | 0.02% | 307 |
|
|
2018
Q3 | $56K | Sell |
2,397
-207
| -8% | -$4.84K | 0.02% | 304 |
|
|
2018
Q2 | $55K | Buy |
2,604
+207
| +9% | +$4.37K | 0.02% | 297 |
|
|
2018
Q1 | $44K | Hold |
2,397
| – | – | 0.02% | 325 |
|
|
2017
Q4 | $44K | Hold |
2,397
| – | – | 0.02% | 342 |
|
|
2017
Q3 | $43K | Hold |
2,397
| – | – | 0.02% | 351 |
|
|
2017
Q2 | $44K | Hold |
2,397
| – | – | 0.02% | 329 |
|
|
2017
Q1 | $37K | Hold |
2,397
| – | – | 0.02% | 356 |
|
|
2016
Q4 | $29K | Hold |
2,397
| – | – | 0.01% | 388 |
|
|
2016
Q3 | $24K | Sell |
2,397
-8,634
| -78% | -$86.4K | 0.01% | 415 |
|
|
2016
Q2 | $96K | Sell |
11,031
-1,188
| -10% | -$10.3K | 0.05% | 257 |
|
|
2016
Q1 | $104K | Sell |
12,219
-603
| -5% | -$5.13K | 0.05% | 225 |
|
|
2015
Q4 | $110K | Buy |
+12,822
| New | +$110K | 0.05% | 210 |
|