West Oak Capital’s CSX Corp CSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,200
| Closed | -$31K | – | 304 |
|
|
2019
Q2 | $31K | Hold |
1,200
| – | – | 0.02% | 203 |
|
|
2019
Q1 | $30K | Hold |
1,200
| – | – | 0.02% | 196 |
|
|
2018
Q4 | $24.9K | Hold |
1,200
| – | – | 0.02% | 197 |
|
|
2018
Q3 | $29.6K | Hold |
1,200
| – | – | 0.02% | 208 |
|
|
2018
Q2 | $25.5K | Hold |
1,200
| – | – | 0.02% | 213 |
|
|
2018
Q1 | $22.3K | Buy |
+1,200
| New | +$22.3K | 0.01% | 223 |
|
|
2015
Q2 | – | Sell |
-3,750
| Closed | -$41.4K | – | 314 |
|
|
2015
Q1 | $41.4K | Sell |
3,750
-1,350
| -26% | -$14.9K | 0.03% | 161 |
|
|
2014
Q4 | $61.6K | Hold |
5,100
| – | – | 0.04% | 141 |
|
|
2014
Q3 | $54.5K | Hold |
5,100
| – | – | 0.04% | 141 |
|
|
2014
Q2 | $52.4K | Hold |
5,100
| – | – | 0.04% | 143 |
|
|
2014
Q1 | $49.2K | Sell |
5,100
-900
| -15% | -$8.69K | 0.04% | 145 |
|
|
2013
Q4 | $57.5K | Hold |
6,000
| – | – | 0.04% | 137 |
|
|
2013
Q3 | $51.5K | Hold |
6,000
| – | – | 0.04% | 138 |
|
|
2013
Q2 | $46.4K | Buy |
+6,000
| New | +$46.4K | 0.04% | 139 |
|