OWA
Outlook Wealth Advisors’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $395K | Sell |
12,116
-375
| -3% | -$12.2K | 0.1% | 181 |
|
|
2025
Q1 | $368K | Buy |
12,491
+211
| +2% | +$6.21K | 0.1% | 191 |
|
|
2024
Q4 | $396K | Buy |
+12,280
| New | +$396K | 0.11% | 174 |
|
|
2024
Q2 | – | Sell |
-25,598
| Closed | -$949K | – | 261 |
|
|
2024
Q1 | $949K | Sell |
25,598
-192
| -0.7% | -$7.12K | 0.29% | 70 |
|
|
2023
Q4 | $894K | Sell |
25,790
-2,238
| -8% | -$77.6K | 0.31% | 64 |
|
|
2023
Q3 | $862K | Buy |
28,028
+2,056
| +8% | +$63.2K | 0.33% | 73 |
|
|
2023
Q2 | $886K | Buy |
25,972
+3,825
| +17% | +$130K | 0.33% | 70 |
|
|
2023
Q1 | $663K | Buy |
+22,147
| New | +$663K | 0.29% | 89 |
|