Mount Yale Investment Advisors’s CSX Corp CSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$89.3K Buy
+2,738
New +$89.3K 0.01% 683
2018
Q4
Sell
-1,140
Closed -$27K 417
2018
Q3
$27K Hold
1,140
﹤0.01% 719
2018
Q2
$24K Hold
1,140
﹤0.01% 749
2018
Q1
$21K Buy
+1,140
New +$21K ﹤0.01% 756