Wellesley Investment Partners’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 | $275K | Sell |
10,629
-261
| -2% | -$6.75K | 0.09% | 86 |
|
|
2020
Q2 | $253K | Hold |
10,890
| – | – | 0.09% | 92 |
|
|
2020
Q1 | $207K | Hold |
10,890
| – | – | 0.08% | 99 |
|
|
2019
Q4 | $262K | Hold |
10,890
| – | – | 0.08% | 103 |
|
|
2019
Q3 | $251K | Buy |
10,890
+78
| +0.7% | +$1.8K | 0.08% | 96 |
|
|
2019
Q2 | $278K | Sell |
10,812
-78
| -0.7% | -$2.01K | 0.1% | 91 |
|
|
2019
Q1 | $271K | Hold |
10,890
| – | – | 0.09% | 102 |
|
|
2018
Q4 | $225K | Hold |
10,890
| – | – | 0.08% | 115 |
|
|
2018
Q3 | $268K | Hold |
10,890
| – | – | 0.09% | 114 |
|
|
2018
Q2 | $231K | Buy |
+10,890
| New | +$231K | 0.08% | 123 |
|