Schneider Downs Wealth Management Advisors’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,135
| Closed | -$212K | – | 140 |
|
|
2024
Q3 | $212K | Hold |
6,135
| – | – | 0.04% | 132 |
|
|
2024
Q2 | $205K | Sell |
6,135
-200
| -3% | -$6.69K | 0.05% | 127 |
|
|
2024
Q1 | $235K | Buy |
6,335
+200
| +3% | +$7.41K | 0.05% | 120 |
|
|
2023
Q4 | $213K | Buy |
+6,135
| New | +$213K | 0.06% | 111 |
|
|
2023
Q3 | – | Sell |
-6,135
| Closed | -$209K | – | 109 |
|
|
2023
Q2 | $209K | Buy |
+6,135
| New | +$209K | 0.05% | 107 |
|
|
2022
Q1 | – | Sell |
-5,556
| Closed | -$209K | – | 152 |
|
|
2021
Q4 | $209K | Buy |
+5,556
| New | +$209K | 0.05% | 147 |
|