WLPWM
Walled Lake Planning & Wealth Management’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $419K | Sell |
12,838
-12,839
| -50% | -$419K | 0.14% | 85 |
|
|
2025
Q1 | $756K | Hold |
25,677
| – | – | 0.27% | 52 |
|
|
2024
Q4 | $829K | Hold |
25,677
| – | – | 0.31% | 48 |
|
|
2024
Q3 | $887K | Buy |
+25,677
| New | +$887K | 0.33% | 44 |
|
|
2021
Q3 | – | Sell |
-489
| Closed | -$16K | – | 328 |
|
|
2021
Q2 | $16K | Buy |
489
+326
| +200% | +$10.7K | 0.01% | 215 |
|
|
2021
Q1 | $16K | Hold |
163
| – | – | 0.01% | 207 |
|
|
2020
Q4 | $15K | Hold |
163
| – | – | 0.01% | 195 |
|
|
2020
Q3 | $13K | Hold |
163
| – | – | 0.01% | 200 |
|
|
2020
Q2 | $11K | Hold |
163
| – | – | 0.01% | 191 |
|
|
2020
Q1 | $9K | Hold |
163
| – | – | 0.01% | 193 |
|
|
2019
Q4 | $12K | Buy |
+163
| New | +$12K | 0.01% | 186 |
|