Wealthstreet Investment Advisors’s CSX Corp CSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-18,000
| Closed | -$579K | – | 138 |
|
|
2021
Q1 | $579K | Hold |
18,000
| – | – | 0.06% | 234 |
|
|
2020
Q4 | $545K | Hold |
18,000
| – | – | 0.06% | 233 |
|
|
2020
Q3 | $466K | Hold |
18,000
| – | – | 0.05% | 227 |
|
|
2020
Q2 | $418K | Hold |
18,000
| – | – | 0.05% | 232 |
|
|
2020
Q1 | $344K | Hold |
18,000
| – | – | 0.05% | 228 |
|
|
2019
Q4 | $434K | Hold |
18,000
| – | – | 0.05% | 246 |
|
|
2019
Q3 | $425K | Hold |
18,000
| – | – | 0.05% | 240 |
|
|
2019
Q2 | $464K | Sell |
18,000
-3,420
| -16% | -$88.2K | 0.06% | 235 |
|
|
2019
Q1 | $534K | Hold |
21,420
| – | – | 0.07% | 216 |
|
|
2018
Q4 | $468K | Sell |
21,420
-7,500
| -26% | -$164K | 0.07% | 224 |
|
|
2018
Q3 | $714K | Sell |
28,920
-750
| -3% | -$18.5K | 0.09% | 198 |
|
|
2018
Q2 | $630K | Hold |
29,670
| – | – | 0.08% | 207 |
|
|
2018
Q1 | $551K | Buy |
29,670
+7,500
| +34% | +$139K | 0.07% | 221 |
|
|
2017
Q4 | $407K | Buy |
+22,170
| New | +$407K | 0.05% | 249 |
|