PPWM
PFG Private Wealth Management’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11
| Closed | -$310 | – | 97 |
|
|
2025
Q1 | $310 | Buy |
+11
| New | +$310 | ﹤0.01% | 251 |
|
|
2023
Q3 | – | Sell |
-30
| Closed | -$1.02K | – | 305 |
|
|
2023
Q2 | $1.02K | Hold |
30
| – | – | ﹤0.01% | 265 |
|
|
2023
Q1 | $898 | Hold |
30
| – | – | ﹤0.01% | 267 |
|
|
2022
Q4 | $1K | Sell |
30
-101
| -77% | -$3.37K | ﹤0.01% | 308 |
|
|
2022
Q3 | $3K | Buy |
131
+101
| +337% | +$2.31K | ﹤0.01% | 253 |
|
|
2022
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 298 |
|
|
2022
Q1 | $1K | Sell |
30
-2,938
| -99% | -$97.9K | ﹤0.01% | 284 |
|
|
2021
Q4 | $112K | Buy |
2,968
+511
| +21% | +$19.3K | 0.06% | 80 |
|
|
2021
Q3 | $73K | Buy |
+2,457
| New | +$73K | 0.04% | 120 |
|