SWMG
Strategic Wealth Management Group’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $566K | Buy |
17,649
+11,758
| +200% | +$377K | 0.21% | 62 |
|
|
2021
Q1 | $568K | Hold |
5,891
| – | – | 0.22% | 63 |
|
|
2020
Q4 | $535K | Hold |
5,891
| – | – | 0.23% | 63 |
|
|
2020
Q3 | $458K | Buy |
5,891
+2,570
| +77% | +$200K | 0.22% | 61 |
|
|
2020
Q2 | $232K | Buy |
+3,321
| New | +$232K | 0.14% | 83 |
|
|
2020
Q1 | – | Sell |
-3,313
| Closed | -$240K | – | 92 |
|
|
2019
Q4 | $240K | Hold |
3,313
| – | – | 0.16% | 77 |
|
|
2019
Q3 | $229K | Sell |
3,313
-21
| -0.6% | -$1.45K | 0.16% | 73 |
|
|
2019
Q2 | $258K | Buy |
3,334
+21
| +0.6% | +$1.63K | 0.2% | 66 |
|
|
2019
Q1 | $248K | Hold |
3,313
| – | – | 0.2% | 65 |
|
|
2018
Q4 | $206K | Buy |
+3,313
| New | +$206K | 0.2% | 73 |
|