SWA
Sutton Wealth Advisors’s CSX Corp CSX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $81.5K | Buy |
2,652
+134
| +5% | +$4.12K | 0.04% | 187 |
|
2023
Q2 | $85.9K | Buy |
2,518
+585
| +30% | +$19.9K | 0.04% | 181 |
|
2023
Q1 | $57.9K | Hold |
1,933
| – | – | 0.03% | 192 |
|
2022
Q4 | $59.9K | Sell |
1,933
-315
| -14% | -$9.76K | 0.02% | 341 |
|
2022
Q3 | $59.9K | Buy |
2,248
+202
| +10% | +$5.38K | 0.02% | 341 |
|
2022
Q2 | $59.5K | Buy |
2,046
+20
| +1% | +$581 | 0.02% | 340 |
|
2022
Q1 | $75.9K | Sell |
2,026
-58
| -3% | -$2.17K | 0.03% | 303 |
|
2021
Q4 | $78.4K | Sell |
2,084
-197
| -9% | -$7.41K | 0.03% | 306 |
|
2021
Q3 | $67.8K | Buy |
2,281
+13
| +0.6% | +$387 | 0.03% | 320 |
|
2021
Q2 | $72.8K | Buy |
2,268
+1,512
| +200% | +$48.5K | 0.03% | 305 |
|
2021
Q1 | $72.9K | Sell |
756
-23
| -3% | -$2.22K | 0.03% | 295 |
|
2020
Q4 | $70.7K | Buy |
779
+23
| +3% | +$2.09K | 0.03% | 278 |
|
2020
Q3 | $58.7K | Hold |
756
| – | – | 0.03% | 274 |
|
2020
Q2 | $52.7K | Sell |
756
-72
| -9% | -$5.02K | 0.03% | 291 |
|
2020
Q1 | $47.4K | Buy |
828
+44
| +6% | +$2.52K | 0.03% | 280 |
|
2019
Q4 | $56.7K | Hold |
784
| – | – | 0.03% | 285 |
|
2019
Q3 | $54.3K | Sell |
784
-19
| -2% | -$1.32K | 0.03% | 281 |
|
2019
Q2 | $62.1K | Buy |
803
+50
| +7% | +$3.87K | 0.04% | 260 |
|
2019
Q1 | $56.3K | Sell |
753
-41
| -5% | -$3.07K | 0.03% | 267 |
|
2018
Q4 | $49.3K | Hold |
794
| – | – | 0.03% | 275 |
|
2018
Q3 | $58.8K | Hold |
794
| – | – | 0.04% | 258 |
|
2018
Q2 | $50.6K | Hold |
794
| – | – | 0.04% | 281 |
|
2018
Q1 | $44.2K | Buy |
794
+16
| +2% | +$891 | 0.03% | 304 |
|
2017
Q4 | $42.8K | Sell |
778
-99
| -11% | -$5.45K | 0.03% | 314 |
|
2017
Q3 | $47.6K | Sell |
877
-2
| -0.2% | -$109 | 0.04% | 280 |
|
2017
Q2 | $48K | Buy |
879
+40
| +5% | +$2.18K | 0.04% | 269 |
|
2017
Q1 | $39.1K | Buy |
839
+65
| +8% | +$3.03K | 0.03% | 304 |
|
2016
Q4 | $27.8K | Hold |
774
| – | – | 0.02% | 389 |
|
2016
Q3 | $23.6K | Hold |
774
| – | – | 0.02% | 419 |
|
2016
Q2 | $20.2K | Hold |
774
| – | – | 0.02% | 444 |
|
2016
Q1 | $19.9K | Buy |
+774
| New | +$19.9K | 0.02% | 441 |
|