Wealthspire Advisors (Maryland)’s CSX Corp CSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $384K | Buy |
14,820
+1,974
| +15% | +$51.1K | 0.01% | 314 |
|
|
2020
Q2 | $299K | Buy |
12,846
+183
| +1% | +$4.26K | 0.02% | 339 |
|
|
2020
Q1 | $242K | Buy |
12,663
+123
| +1% | +$2.35K | 0.02% | 348 |
|
|
2019
Q4 | $302K | Buy |
12,540
+534
| +4% | +$12.9K | 0.02% | 373 |
|
|
2019
Q3 | $277K | Sell |
12,006
-612
| -5% | -$14.1K | 0.02% | 362 |
|
|
2019
Q2 | $325K | Buy |
12,618
+486
| +4% | +$12.5K | 0.02% | 332 |
|
|
2019
Q1 | $303K | Buy |
12,132
+63
| +0.5% | +$1.57K | 0.02% | 353 |
|
|
2018
Q4 | $250K | Buy |
12,069
+459
| +4% | +$9.51K | 0.02% | 361 |
|
|
2018
Q3 | $287K | Buy |
11,610
+18
| +0.2% | +$445 | 0.02% | 374 |
|
|
2018
Q2 | $246K | Buy |
11,592
+12
| +0.1% | +$255 | 0.02% | 403 |
|
|
2018
Q1 | $215K | Sell |
11,580
-1,911
| -14% | -$35.5K | 0.02% | 440 |
|
|
2017
Q4 | $247K | Buy |
13,491
+3,864
| +40% | +$70.7K | 0.02% | 421 |
|
|
2017
Q3 | $174K | Sell |
9,627
-765
| -7% | -$13.8K | 0.02% | 521 |
|
|
2017
Q2 | $189K | Buy |
10,392
+2,307
| +29% | +$42K | 0.02% | 468 |
|
|
2017
Q1 | $125K | Sell |
8,085
-1,863
| -19% | -$28.8K | 0.02% | 518 |
|
|
2016
Q4 | $119K | Buy |
9,948
+1,452
| +17% | +$17.4K | 0.02% | 525 |
|
|
2016
Q3 | $86K | Buy |
8,496
+135
| +2% | +$1.37K | 0.01% | 617 |
|
|
2016
Q2 | $73K | Sell |
8,361
-1,737
| -17% | -$15.2K | 0.01% | 623 |
|
|
2016
Q1 | $87K | Sell |
10,098
-4,518
| -31% | -$38.9K | 0.02% | 554 |
|
|
2015
Q4 | $126K | Buy |
+14,616
| New | +$126K | 0.02% | 472 |
|