SHWM
Smith & Howard 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 |
-10,644
| Closed | -$368K | – | 83 |
|
|
2024
Q3 | $368K | Hold |
10,644
| – | – | 0.1% | 57 |
|
|
2024
Q2 | $356K | Buy |
+10,644
| New | +$356K | 0.11% | 57 |
|
|
2020
Q3 | – | Sell |
-3,602
| Closed | -$251K | – | 66 |
|
|
2020
Q2 | $251K | Buy |
3,602
+26
| +0.7% | +$1.81K | 0.16% | 53 |
|
|
2020
Q1 | $205K | Hold |
3,576
| – | – | 0.13% | 64 |
|
|
2019
Q4 | $259K | Buy |
3,576
+576
| +19% | +$41.7K | 0.09% | 70 |
|
|
2019
Q3 | $208K | Hold |
3,000
| – | – | 0.08% | 72 |
|
|
2019
Q2 | $232K | Hold |
3,000
| – | – | 0.1% | 53 |
|
|
2019
Q1 | $224K | Buy |
+3,000
| New | +$224K | 0.11% | 50 |
|
|
2018
Q4 | – | Sell |
-3,000
| Closed | -$222K | – | 58 |
|
|
2018
Q3 | $222K | Buy |
+3,000
| New | +$222K | 0.09% | 44 |
|
|
2018
Q2 | – | Sell |
-3,790
| Closed | -$211K | – | 47 |
|
|
2018
Q1 | $211K | Hold |
3,790
| – | – | 0.09% | 44 |
|
|
2017
Q4 | $208K | Hold |
3,790
| – | – | 0.1% | 38 |
|
|
2017
Q3 | $206K | Sell |
3,790
-710
| -16% | -$38.6K | 0.1% | 40 |
|
|
2017
Q2 | $246K | Hold |
4,500
| – | – | 0.12% | 45 |
|
|
2017
Q1 | $209K | Buy |
+4,500
| New | +$209K | 0.1% | 50 |
|
|
2014
Q1 | – | Sell |
-3,000
| Closed | -$86K | – | 75 |
|
|
2013
Q4 | $86K | Hold |
3,000
| – | – | 0.05% | 92 |
|
|
2013
Q3 | $77K | Hold |
3,000
| – | – | 0.05% | 93 |
|
|
2013
Q2 | $70K | Buy |
+3,000
| New | +$70K | 0.04% | 92 |
|