Welch Capital 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
Q1 | – | Sell |
-8,275
| Closed | -$256K | – | 20 |
|
2022
Q4 | $256K | Buy |
+8,275
| New | +$256K | 0.08% | 26 |
|
2022
Q3 | – | Sell |
-7,275
| Closed | -$211K | – | 32 |
|
2022
Q2 | $211K | Hold |
7,275
| – | – | 0.06% | 31 |
|
2022
Q1 | $272K | Hold |
7,275
| – | – | 0.07% | 31 |
|
2021
Q4 | $274K | Buy |
+7,275
| New | +$274K | 0.06% | 33 |
|