PA
Perennial Advisors’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,440
| Closed | -$46K | – | 120 |
|
|
2021
Q2 | $46K | Buy |
1,440
+960
| +200% | +$30.7K | 0.01% | 155 |
|
|
2021
Q1 | $46K | Buy |
480
+45
| +10% | +$4.31K | 0.01% | 154 |
|
|
2020
Q4 | $39K | Buy |
+435
| New | +$39K | 0.01% | 152 |
|
|
2020
Q3 | – | Sell |
-400
| Closed | -$28K | – | 104 |
|
|
2020
Q2 | $28K | Buy |
+400
| New | +$28K | 0.01% | 156 |
|
|
2019
Q1 | – | Sell |
-115
| Closed | -$7K | – | 101 |
|
|
2018
Q4 | $7K | Hold |
115
| – | – | ﹤0.01% | 174 |
|
|
2018
Q3 | $9K | Hold |
115
| – | – | 0.01% | 170 |
|
|
2018
Q2 | $7K | Buy |
+115
| New | +$7K | ﹤0.01% | 175 |
|