Summit Wealth & Retirement Planning’s CSX Corp CSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-7,540
| Closed | -$201K | – | 107 |
|
|
2022
Q3 | $201K | Hold |
7,540
| – | – | 0.08% | 103 |
|
|
2022
Q2 | $219K | Hold |
7,540
| – | – | 0.08% | 107 |
|
|
2022
Q1 | $282K | Sell |
7,540
-1,062
| -12% | -$39.7K | 0.1% | 89 |
|
|
2021
Q4 | $323K | Sell |
8,602
-2,471
| -22% | -$92.8K | 0.11% | 75 |
|
|
2021
Q3 | $329K | Hold |
11,073
| – | – | 0.12% | 71 |
|
|
2021
Q2 | $355K | Hold |
11,073
| – | – | 0.13% | 69 |
|
|
2021
Q1 | $356K | Hold |
11,073
| – | – | 0.13% | 79 |
|
|
2020
Q4 | $335K | Hold |
11,073
| – | – | 0.13% | 91 |
|
|
2020
Q3 | $287K | Hold |
11,073
| – | – | 0.12% | 88 |
|
|
2020
Q2 | $257K | Hold |
11,073
| – | – | 0.12% | 101 |
|
|
2020
Q1 | $211K | Hold |
11,073
| – | – | 0.11% | 104 |
|
|
2019
Q4 | $267K | Hold |
11,073
| – | – | 0.12% | 111 |
|
|
2019
Q3 | $256K | Hold |
11,073
| – | – | 0.15% | 106 |
|
|
2019
Q2 | $286K | Hold |
11,073
| – | – | 0.17% | 109 |
|
|
2019
Q1 | $276K | Hold |
11,073
| – | – | 0.16% | 117 |
|
|
2018
Q4 | $229K | Buy |
+11,073
| New | +$229K | 0.17% | 103 |
|