TrueWealth LLC’s CSX Corp CSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $696K | Buy |
29,955
+12
| +0% | +$279 | 0.29% | 56 |
|
|
2020
Q1 | $572K | Buy |
29,943
+15
| +0.1% | +$287 | 0.28% | 61 |
|
|
2019
Q4 | $722K | Buy |
29,928
+105
| +0.4% | +$2.53K | 0.29% | 54 |
|
|
2019
Q3 | $689K | Buy |
29,823
+9
| +0% | +$208 | 0.3% | 54 |
|
|
2019
Q2 | $769K | Sell |
29,814
-747
| -2% | -$19.3K | 0.34% | 42 |
|
|
2019
Q1 | $762K | Hold |
30,561
| – | – | 0.35% | 42 |
|
|
2018
Q4 | $633K | Sell |
30,561
-18
| -0.1% | -$373 | 0.32% | 48 |
|
|
2018
Q3 | $755K | Buy |
30,579
+26,400
| +632% | +$652K | 0.35% | 40 |
|
|
2018
Q2 | $89K | Hold |
4,179
| – | – | 0.04% | 209 |
|
|
2018
Q1 | $78K | Sell |
4,179
-18,156
| -81% | -$339K | 0.04% | 219 |
|
|
2017
Q4 | $410K | Buy |
+22,335
| New | +$410K | 0.19% | 81 |
|