Northwest Wealth Management’s CSX Corp CSX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-5,409
| Closed | -$201K | – | 170 |
|
2024
Q1 | $201K | Buy |
+5,409
| New | +$201K | 0.05% | 166 |
|
2019
Q2 | – | Sell |
-963
| Closed | -$24K | – | 186 |
|
2019
Q1 | $24K | Hold |
963
| – | – | 0.02% | 282 |
|
2018
Q4 | $20K | Sell |
963
-150
| -13% | -$3.12K | 0.02% | 278 |
|
2018
Q3 | $27K | Buy |
1,113
+150
| +16% | +$3.64K | 0.02% | 273 |
|
2018
Q2 | $20K | Hold |
963
| – | – | 0.02% | 296 |
|
2018
Q1 | $18K | Buy |
+963
| New | +$18K | 0.01% | 306 |
|