SWM
Shelton Wealth Management’s CSX Corp CSX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $303K | Buy |
9,295
+1,198
| +15% | +$39.1K | 0.15% | 99 |
|
2025
Q1 | $238K | Buy |
8,097
+90
| +1% | +$2.65K | 0.13% | 105 |
|
2024
Q4 | $258K | Sell |
8,007
-26,490
| -77% | -$855K | 0.13% | 104 |
|
2024
Q3 | $1.19M | Buy |
34,497
+2,578
| +8% | +$89K | 0.65% | 45 |
|
2024
Q2 | $1.07M | Buy |
+31,919
| New | +$1.07M | 0.61% | 41 |
|