WSWA
Warren Street Wealth Advisors’s CSX Corp CSX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-8,918
| Closed | -$331K | – | 98 |
|
2024
Q1 | $331K | Buy |
8,918
+129
| +1% | +$4.78K | 0.16% | 70 |
|
2023
Q4 | $305K | Buy |
8,789
+249
| +3% | +$8.63K | 0.17% | 67 |
|
2023
Q3 | $263K | Sell |
8,540
-145
| -2% | -$4.46K | 0.17% | 69 |
|
2023
Q2 | $296K | Buy |
+8,685
| New | +$296K | 0.2% | 60 |
|
2023
Q1 | – | Sell |
-6,494
| Closed | -$201K | – | 76 |
|
2022
Q4 | $201K | Buy |
+6,494
| New | +$201K | 0.16% | 65 |
|
2022
Q2 | – | Sell |
-6,294
| Closed | -$236K | – | 57 |
|
2022
Q1 | $236K | Buy |
6,294
+536
| +9% | +$20.1K | 0.21% | 48 |
|
2021
Q4 | $217K | Buy |
+5,758
| New | +$217K | 0.2% | 46 |
|