WEPOG
Wealth Enhancement & Preservation of GA’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $810K | Buy |
23,764
+1,255
| +6% | +$42.8K | 0.78% | 19 |
|
|
2023
Q1 | $674K | Buy |
22,509
+2,526
| +13% | +$75.6K | 0.81% | 28 |
|
|
2022
Q4 | $619K | Buy |
19,983
+5,826
| +41% | +$180K | 1.01% | 27 |
|
|
2022
Q3 | $377K | Sell |
14,157
-22,406
| -61% | -$597K | 0.61% | 43 |
|
|
2022
Q2 | $1.07M | Sell |
36,563
-1,727
| -5% | -$50.6K | 1.13% | 33 |
|
|
2022
Q1 | $1.43M | Buy |
38,290
+1,393
| +4% | +$52.2K | 1.11% | 23 |
|
|
2021
Q4 | $1.39M | Buy |
36,897
+629
| +2% | +$23.6K | 0.94% | 25 |
|
|
2021
Q3 | $1.08M | Buy |
36,268
+2,775
| +8% | +$82.6K | 0.83% | 36 |
|
|
2021
Q2 | $1.07M | Buy |
33,493
+22,751
| +212% | +$730K | 0.79% | 35 |
|
|
2021
Q1 | $1.05M | Buy |
10,742
+57
| +0.5% | +$5.58K | 0.81% | 30 |
|
|
2020
Q4 | $970K | Buy |
10,685
+165
| +2% | +$15K | 0.84% | 30 |
|
|
2020
Q3 | $816K | Buy |
10,520
+2,609
| +33% | +$202K | 0.84% | 25 |
|
|
2020
Q2 | $537K | Sell |
7,911
-3,969
| -33% | -$269K | 0.67% | 26 |
|
|
2020
Q1 | $654K | Sell |
11,880
-11,736
| -50% | -$646K | 0.62% | 29 |
|
|
2019
Q4 | $1.72M | Buy |
+23,616
| New | +$1.72M | 0.88% | 20 |
|