TW
TrinityPoint Wealth’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $273K | Buy |
8,459
+931
| +12% | +$30K | 0.04% | 281 |
|
|
2024
Q3 | $260K | Buy |
7,528
+18
| +0.2% | +$622 | 0.04% | 283 |
|
|
2024
Q2 | $251K | Buy |
7,510
+39
| +0.5% | +$1.31K | 0.04% | 274 |
|
|
2024
Q1 | $277K | Buy |
7,471
+1
| +0% | +$37 | 0.05% | 254 |
|
|
2023
Q4 | $259K | Buy |
7,470
+1
| +0% | +$35 | 0.05% | 255 |
|
|
2023
Q3 | $230K | Hold |
7,469
| – | – | 0.05% | 257 |
|
|
2023
Q2 | $255K | Buy |
7,469
+1
| +0% | +$34 | 0.05% | 237 |
|
|
2023
Q1 | $224K | Sell |
7,468
-99
| -1% | -$2.96K | 0.05% | 249 |
|
|
2022
Q4 | $234K | Sell |
7,567
-253
| -3% | -$7.84K | 0.05% | 243 |
|
|
2022
Q3 | $208K | Buy |
7,820
+255
| +3% | +$6.78K | 0.05% | 256 |
|
|
2022
Q2 | $220K | Hold |
7,565
| – | – | 0.05% | 252 |
|
|
2022
Q1 | $283K | Buy |
7,565
+1
| +0% | +$37 | 0.05% | 253 |
|
|
2021
Q4 | $284K | Buy |
7,564
+1
| +0% | +$38 | 0.05% | 258 |
|
|
2021
Q3 | $225K | Buy |
7,563
+532
| +8% | +$15.8K | 0.04% | 281 |
|
|
2021
Q2 | $226K | Buy |
7,031
+4,504
| +178% | +$145K | 0.05% | 243 |
|
|
2021
Q1 | $244K | Buy |
2,527
+1
| +0% | +$97 | 0.06% | 214 |
|
|
2020
Q4 | $219K | Buy |
+2,526
| New | +$219K | 0.05% | 215 |
|