SWM
Selective Wealth Management’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,809
| Closed | -$231K | – | 107 |
|
|
2024
Q3 | $231K | Hold |
6,809
| – | – | 0.1% | 96 |
|
|
2024
Q2 | $221K | Sell |
6,809
-901
| -12% | -$29.3K | 0.1% | 95 |
|
|
2024
Q1 | $273K | Hold |
7,710
| – | – | 0.12% | 87 |
|
|
2023
Q4 | $268K | Sell |
7,710
-657
| -8% | -$22.8K | 0.13% | 73 |
|
|
2023
Q3 | $258K | Sell |
8,367
-219
| -3% | -$6.76K | 0.14% | 66 |
|
|
2023
Q2 | $289K | Buy |
+8,586
| New | +$289K | 0.14% | 80 |
|
|
2022
Q4 | $268K | Buy |
8,366
+170
| +2% | +$5.44K | 0.14% | 94 |
|
|
2022
Q3 | $218K | Sell |
8,196
-600
| -7% | -$16K | 0.09% | 115 |
|
|
2022
Q2 | $256K | Sell |
8,796
-1,350
| -13% | -$39.3K | 0.09% | 117 |
|
|
2022
Q1 | $380K | Hold |
10,146
| – | – | 0.14% | 83 |
|
|
2021
Q4 | $382K | Sell |
10,146
-3,000
| -23% | -$113K | 0.16% | 72 |
|
|
2021
Q3 | $391K | Buy |
13,146
+4,350
| +49% | +$129K | 0.21% | 54 |
|
|
2021
Q2 | $282K | Buy |
8,796
+5,966
| +211% | +$191K | 0.22% | 51 |
|
|
2021
Q1 | $273K | Sell |
2,830
-50
| -2% | -$4.82K | 0.25% | 42 |
|
|
2020
Q4 | $261K | Buy |
2,880
+151
| +6% | +$13.7K | 0.17% | 48 |
|
|
2020
Q3 | $212K | Hold |
2,729
| – | – | 0.17% | 45 |
|
|
2020
Q2 | $190K | Hold |
2,729
| – | – | 0.16% | 50 |
|
|
2020
Q1 | $156K | Hold |
2,729
| – | – | 0.24% | 26 |
|
|
2019
Q4 | $197K | Sell |
2,729
-450
| -14% | -$32.5K | 0.24% | 30 |
|
|
2019
Q3 | $220K | Hold |
3,179
| – | – | 0.3% | 28 |
|
|
2019
Q2 | $246K | Hold |
3,179
| – | – | 0.4% | 30 |
|
|
2019
Q1 | $238K | Buy |
+3,179
| New | +$238K | 0.29% | 23 |
|
|
2018
Q3 | $235K | Buy |
+3,179
| New | +$235K | 2.81% | 10 |
|