TA
TrueWealth Advisors’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Buy |
+6,256
| New | +$204K | 0.06% | 213 |
|
|
2025
Q1 | – | Sell |
-6,467
| Closed | -$209K | – | 212 |
|
|
2024
Q4 | $209K | Buy |
6,467
+136
| +2% | +$4.39K | 0.07% | 215 |
|
|
2024
Q3 | $219K | Sell |
6,331
-2,047
| -24% | -$70.7K | 0.07% | 211 |
|
|
2024
Q2 | $280K | Sell |
8,378
-967
| -10% | -$32.3K | 0.1% | 174 |
|
|
2024
Q1 | $346K | Buy |
9,345
+103
| +1% | +$3.82K | 0.13% | 126 |
|
|
2023
Q4 | $320K | Sell |
9,242
-179
| -2% | -$6.21K | 0.12% | 134 |
|
|
2023
Q3 | $290K | Buy |
9,421
+1
| +0% | +$31 | 0.12% | 137 |
|
|
2023
Q2 | $321K | Sell |
9,420
-248
| -3% | -$8.46K | 0.13% | 121 |
|
|
2023
Q1 | $289K | Buy |
+9,668
| New | +$289K | 0.12% | 141 |
|