SIA
Schechter Investment Advisors’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,884
| Closed | -$343K | – | 672 |
|
|
2023
Q4 | $343K | Sell |
9,884
-2
| -0% | -$69 | 0.03% | 434 |
|
|
2023
Q3 | $304K | Buy |
9,886
+89
| +0.9% | +$2.74K | 0.03% | 444 |
|
|
2023
Q2 | $334K | Sell |
9,797
-1,050
| -10% | -$35.8K | 0.03% | 468 |
|
|
2023
Q1 | $325K | Buy |
10,847
+660
| +6% | +$19.8K | 0.03% | 508 |
|
|
2022
Q4 | $316K | Sell |
10,187
-2,412
| -19% | -$74.7K | 0.03% | 617 |
|
|
2022
Q3 | $336K | Buy |
12,599
+5,356
| +74% | +$143K | 0.03% | 653 |
|
|
2022
Q2 | $210K | Sell |
7,243
-3,248
| -31% | -$94.2K | 0.02% | 828 |
|
|
2022
Q1 | $393K | Buy |
10,491
+3,390
| +48% | +$127K | 0.04% | 608 |
|
|
2021
Q4 | $267K | Buy |
+7,101
| New | +$267K | 0.02% | 710 |
|