VWA
V Wealth Advisors’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,186
| Closed | -$245K | – | 160 |
|
|
2023
Q2 | $245K | Sell |
7,186
-130
| -2% | -$4.43K | 0.04% | 322 |
|
|
2023
Q1 | $219K | Sell |
7,316
-226
| -3% | -$6.77K | 0.04% | 343 |
|
|
2022
Q4 | $234K | Buy |
+7,542
| New | +$234K | 0.05% | 310 |
|
|
2022
Q3 | – | Sell |
-7,118
| Closed | -$207K | – | 378 |
|
|
2022
Q2 | $207K | Sell |
7,118
-165
| -2% | -$4.8K | 0.04% | 383 |
|
|
2022
Q1 | $273K | Buy |
7,283
+183
| +3% | +$6.86K | 0.04% | 362 |
|
|
2021
Q4 | $267K | Buy |
7,100
+7
| +0.1% | +$263 | 0.04% | 373 |
|
|
2021
Q3 | $211K | Buy |
7,093
+610
| +9% | +$18.1K | 0.03% | 431 |
|
|
2021
Q2 | $204K | Buy |
6,483
+4,325
| +200% | +$136K | 0.03% | 450 |
|
|
2021
Q1 | $208K | Buy |
+2,158
| New | +$208K | 0.04% | 401 |
|
|
2019
Q3 | – | Sell |
-25,503
| Closed | -$1.98M | – | 289 |
|
|
2019
Q2 | $1.98M | Sell |
25,503
-326
| -1% | -$25.3K | 0.75% | 31 |
|
|
2019
Q1 | $2.05M | Sell |
25,829
-4,861
| -16% | -$387K | 0.83% | 26 |
|
|
2018
Q4 | $2M | Sell |
30,690
-1,254
| -4% | -$81.9K | 1.02% | 19 |
|
|
2018
Q3 | $2.36M | Sell |
31,944
-330
| -1% | -$24.4K | 1.09% | 17 |
|
|
2018
Q2 | $2.12M | Buy |
32,274
+23,842
| +283% | +$1.57M | 1.19% | 22 |
|
|
2018
Q1 | $465K | Sell |
8,432
-4
| -0% | -$221 | 0.25% | 108 |
|
|
2017
Q4 | $473K | Buy |
8,436
+2,991
| +55% | +$168K | 0.24% | 107 |
|
|
2017
Q3 | $280K | Sell |
5,445
-2,748
| -34% | -$141K | 0.14% | 139 |
|
|
2017
Q2 | $444K | Buy |
+8,193
| New | +$444K | 0.21% | 102 |
|