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