RWA
RGT Wealth Advisors’s CSX Corp CSX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-3,910
| Closed | -$218K | – | 50 |
|
2018
Q1 | $218K | Hold |
3,910
| – | – | 0.1% | 97 |
|
2017
Q4 | $215K | Sell |
3,910
-69
| -2% | -$3.79K | 0.12% | 90 |
|
2017
Q3 | $216K | Hold |
3,979
| – | – | 0.14% | 86 |
|
2017
Q2 | $217K | Buy |
+3,979
| New | +$217K | 0.15% | 78 |
|
2017
Q1 | – | Sell |
-17,042
| Closed | -$612K | – | 112 |
|
2016
Q4 | $612K | Hold |
17,042
| – | – | 0.34% | 39 |
|
2016
Q3 | $519K | Buy |
+17,042
| New | +$519K | 0.32% | 45 |
|