WealthSource Partners’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-22,223
| Closed | -$665K | – | 503 |
|
|
2023
Q1 | $665K | Buy |
22,223
+179
| +0.8% | +$5.36K | 0.05% | 248 |
|
|
2022
Q4 | $683K | Buy |
22,044
+2,044
| +10% | +$63.3K | 0.05% | 248 |
|
|
2022
Q3 | $533K | Buy |
20,000
+3,667
| +22% | +$97.7K | 0.04% | 292 |
|
|
2022
Q2 | $475K | Buy |
16,333
+4,469
| +38% | +$130K | 0.03% | 313 |
|
|
2022
Q1 | $444K | Buy |
11,864
+861
| +8% | +$32.2K | 0.03% | 367 |
|
|
2021
Q4 | $414K | Buy |
11,003
+910
| +9% | +$34.2K | 0.03% | 347 |
|
|
2021
Q3 | $300K | Buy |
10,093
+3,567
| +55% | +$106K | 0.03% | 398 |
|
|
2021
Q2 | $209K | Buy |
+6,526
| New | +$209K | 0.02% | 438 |
|