WWM
Willingdon Wealth Management’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $29K | Sell |
500
-47
| -9% | -$2.73K | 0.01% | 162 |
|
|
2019
Q4 | $40K | Buy |
547
+34
| +7% | +$2.49K | 0.01% | 185 |
|
|
2019
Q3 | $36K | Buy |
513
+13
| +3% | +$912 | 0.01% | 192 |
|
|
2019
Q2 | $39K | Hold |
500
| – | – | 0.01% | 185 |
|
|
2019
Q1 | $37K | Hold |
500
| – | – | 0.01% | 194 |
|
|
2018
Q4 | $31K | Hold |
500
| – | – | 0.01% | 212 |
|
|
2018
Q3 | $37K | Hold |
500
| – | – | 0.01% | 228 |
|
|
2018
Q2 | $32K | Hold |
500
| – | – | 0.01% | 210 |
|
|
2018
Q1 | $28K | Hold |
500
| – | – | 0.01% | 195 |
|
|
2017
Q4 | $28K | Buy |
+500
| New | +$28K | 0.01% | 177 |
|
|
2015
Q3 | – | Sell |
-15,300
| Closed | -$500K | – | 75 |
|
|
2015
Q2 | $500K | Buy |
+15,300
| New | +$500K | 0.48% | 73 |
|
|
2014
Q2 | – | Sell |
-26,900
| Closed | -$779K | – | 84 |
|
|
2014
Q1 | $779K | Buy |
+26,900
| New | +$779K | 0.55% | 70 |
|