WESPAC Advisors SoCal’s CSX Corp CSX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-750
Closed -$18K 128
2019
Q1
$18K Hold
750
0.01% 182
2018
Q4
$15K Hold
750
0.01% 205
2018
Q3
$18K Buy
+750
New +$18K 0.01% 197
2016
Q4
Sell
-4,896
Closed -$49.8K 262
2016
Q3
$49.8K Buy
+4,896
New +$49.8K 0.03% 114
2016
Q2
Sell
-4,896
Closed -$42K 286
2016
Q1
$42K Buy
+4,896
New +$42K 0.03% 121