Optimum Investment Advisors’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4
| Closed | -$123 | – | 662 |
|
|
2023
Q3 | $123 | Buy |
+4
| New | +$123 | ﹤0.01% | 700 |
|
|
2018
Q4 | – | Sell |
-3,900
| Closed | -$96K | – | 962 |
|
|
2018
Q3 | $96K | Sell |
3,900
-900
| -19% | -$22.2K | 0.03% | 405 |
|
|
2018
Q2 | $102K | Hold |
4,800
| – | – | 0.03% | 399 |
|
|
2018
Q1 | $89K | Buy |
+4,800
| New | +$89K | 0.03% | 426 |
|
|
2015
Q1 | $86K | Hold |
7,800
| – | – | 0.03% | 405 |
|
|
2014
Q4 | $94K | Hold |
7,800
| – | – | 0.03% | 382 |
|
|
2014
Q3 | $83K | Hold |
7,800
| – | – | 0.03% | 376 |
|
|
2014
Q2 | $80K | Buy |
7,800
+600
| +8% | +$6.15K | 0.03% | 384 |
|
|
2014
Q1 | $70K | Hold |
7,200
| – | – | 0.03% | 349 |
|
|
2013
Q4 | $69K | Sell |
7,200
-3,000
| -29% | -$28.8K | 0.03% | 344 |
|
|
2013
Q3 | $88K | Buy |
+10,200
| New | +$88K | 0.04% | 295 |
|