WealthShield Partners’s CSX Corp CSX Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-7,470	Closed	-$231K	–	487
2022 Q4	$231K	Buy	+7,470	New	+$231K	0.04%	268
2022 Q3	–	Sell	-9,615	Closed	-$279K	–	294
2022 Q2	$279K	Sell	9,615 -31,329	-77%	-$909K	0.06%	253
2022 Q1	$1.53M	Hold	40,944	–	–	0.25%	97
2021 Q4	$1.54M	Buy	40,944 +7,377	+22%	+$277K	0.26%	84
2021 Q3	$998K	Buy	33,567 +474	+1%	+$14.1K	0.27%	82
2021 Q2	$1.06M	Buy	33,093 +21,262	+180%	+$682K	0.17%	97
2021 Q1	$1.14M	Sell	11,831 -5,300	-31%	-$511K	0.21%	87
2020 Q4	$1.56M	Sell	17,131 -300	-2%	-$27.2K	0.29%	79
2020 Q3	$1.35M	Buy	17,431 +300	+2%	+$23.3K	0.47%	55
2020 Q2	$1.2M	Hold	17,131	–	–	0.55%	46
2020 Q1	$982K	Sell	17,131 -81	-0.5%	-$4.64K	0.6%	39
2019 Q4	$1.25M	Hold	17,212	–	–	0.61%	35
2019 Q3	$1.19M	Buy	+17,212	New	+$1.19M	0.63%	32
2019 Q2	–	Sell	-17,282	Closed	-$1.29M	–	229
2019 Q1	$1.29M	Buy	17,282 +80	+0.5%	+$5.99K	0.72%	28
2018 Q4	$1.07M	Buy	17,202 +14	+0.1%	+$870	0.73%	28
2018 Q3	$1.27M	Hold	17,188	–	–	0.73%	27
2018 Q2	$1.1M	Buy	17,188 +88	+0.5%	+$5.61K	0.67%	30
2018 Q1	$953K	Buy	+17,100	New	+$953K	0.6%	33