WealthPLAN Partners’s CSX Corp CSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,200
| Closed | -$40.9K | – | 475 |
|
|
2023
Q2 | $40.9K | Buy |
1,200
+45
| +4% | +$1.54K | 0.01% | 546 |
|
|
2023
Q1 | $34.6K | Buy |
+1,155
| New | +$34.6K | ﹤0.01% | 622 |
|
|
2022
Q1 | $205K | Hold |
5,958
| – | – | 0.01% | 368 |
|
|
2021
Q4 | $204K | Hold |
5,958
| – | – | 0.01% | 363 |
|
|
2021
Q3 | $221K | Buy |
5,958
+69
| +1% | +$2.56K | 0.01% | 351 |
|
|
2021
Q2 | $200K | Buy |
+5,889
| New | +$200K | 0.01% | 346 |
|
|
2017
Q2 | – | Sell |
-300
| Closed | -$4.71K | – | 229 |
|
|
2017
Q1 | $4.71K | Buy |
+300
| New | +$4.71K | 0.02% | 352 |
|
|
2016
Q3 | $103K | Sell |
10,236
-11,280
| -52% | -$113K | 0.03% | 232 |
|
|
2016
Q2 | $91.5K | Buy |
+21,516
| New | +$91.5K | 0.01% | 643 |
|
|
2015
Q4 | $3.89K | Buy |
+450
| New | +$3.89K | ﹤0.01% | 1384 |
|