WFG Advisors’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $148K | Sell |
8,112
-1,692
| -17% | -$30.9K | 0.03% | 437 |
|
|
2017
Q1 | $152K | Sell |
9,804
-10,713
| -52% | -$166K | 0.04% | 391 |
|
|
2016
Q4 | $246K | Sell |
20,517
-1,830
| -8% | -$21.9K | 0.06% | 319 |
|
|
2016
Q3 | $227K | Buy |
22,347
+2,736
| +14% | +$27.8K | 0.06% | 334 |
|
|
2016
Q2 | $170K | Buy |
19,611
+2,868
| +17% | +$24.9K | 0.05% | 378 |
|
|
2016
Q1 | $144K | Buy |
16,743
+882
| +6% | +$7.59K | 0.04% | 396 |
|
|
2015
Q4 | $137K | Sell |
15,861
-1,269
| -7% | -$11K | 0.04% | 387 |
|
|
2015
Q3 | $154K | Sell |
17,130
-3,564
| -17% | -$32K | 0.05% | 348 |
|
|
2015
Q2 | $225K | Sell |
20,694
-414
| -2% | -$4.5K | 0.06% | 312 |
|
|
2015
Q1 | $233K | Sell |
21,108
-19,521
| -48% | -$215K | 0.07% | 315 |
|
|
2014
Q4 | $491K | Buy |
40,629
+5,001
| +14% | +$60.4K | 0.1% | 226 |
|
|
2014
Q3 | $381K | Buy |
35,628
+771
| +2% | +$8.25K | 0.07% | 311 |
|
|
2014
Q2 | $358K | Buy |
34,857
+1,731
| +5% | +$17.8K | 0.07% | 325 |
|
|
2014
Q1 | $320K | Buy |
33,126
+3,945
| +14% | +$38.1K | 0.06% | 337 |
|
|
2013
Q4 | $280K | Buy |
29,181
+5,286
| +22% | +$50.7K | 0.04% | 438 |
|
|
2013
Q3 | $205K | Sell |
23,895
-3,642
| -13% | -$31.2K | 0.03% | 474 |
|
|
2013
Q2 | $213K | Buy |
+27,537
| New | +$213K | 0.04% | 442 |
|