SWP
Strategic Wealth Partners’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79K | Buy |
+55
| New | +$1.79K | ﹤0.01% | 1011 |
|
|
2022
Q1 | – | Sell |
-6,821
| Closed | -$256K | – | 262 |
|
|
2021
Q4 | $256K | Buy |
+6,821
| New | +$256K | 0.05% | 246 |
|
|
2019
Q4 | – | Sell |
-2,225
| Closed | -$149 | – | 205 |
|
|
2019
Q3 | $149 | Hold |
2,225
| – | – | ﹤0.01% | 251 |
|
|
2019
Q2 | $172K | Sell |
2,225
-75
| -3% | -$5.8K | 0.08% | 139 |
|
|
2019
Q1 | $176K | Buy |
2,300
+300
| +15% | +$23K | 0.08% | 144 |
|
|
2018
Q4 | $132K | Hold |
2,000
| – | – | 0.07% | 151 |
|
|
2018
Q3 | $148K | Hold |
2,000
| – | – | 0.08% | 146 |
|
|
2018
Q2 | $128K | Buy |
+2,000
| New | +$128K | 0.07% | 171 |
|