PWAG
Polaris Wealth Advisory Group’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,355,897
| Closed | -$47.1M | – | 141 |
|
|
2022
Q1 | $47.1M | Buy |
+1,355,897
| New | +$47.1M | 3.15% | 1 |
|
|
2021
Q1 | – | Sell |
-54,944
| Closed | -$5.27M | – | 176 |
|
|
2020
Q4 | $5.27M | Buy |
54,944
+9,288
| +20% | +$890K | 0.39% | 77 |
|
|
2020
Q3 | $3.55M | Sell |
45,656
-6,041
| -12% | -$470K | 0.33% | 76 |
|
|
2020
Q2 | $3.53M | Buy |
+51,697
| New | +$3.53M | 0.28% | 70 |
|
|
2020
Q1 | – | Sell |
-99,911
| Closed | -$7.67M | – | 133 |
|
|
2019
Q4 | $7.67M | Buy |
+99,911
| New | +$7.67M | 0.51% | 53 |
|
|
2018
Q4 | – | Sell |
-213
| Closed | -$16K | – | 211 |
|
|
2018
Q3 | $16K | Buy |
+213
| New | +$16K | ﹤0.01% | 342 |
|
|
2018
Q2 | – | Sell |
-213
| Closed | -$12K | – | 291 |
|
|
2018
Q1 | $12K | Buy |
+213
| New | +$12K | ﹤0.01% | 342 |
|
|
2013
Q3 | – | Sell |
-23,250
| Closed | -$539K | – | 143 |
|
|
2013
Q2 | $539K | Buy |
+23,250
| New | +$539K | 0.22% | 49 |
|