WFG
Wills Financial Group’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-9,066
| Closed | -$495K | – | 72 |
|
|
2017
Q2 | $495K | Sell |
9,066
-194
| -2% | -$10.6K | 0.37% | 52 |
|
|
2017
Q1 | $431K | Buy |
9,260
+7
| +0.1% | +$326 | 0.33% | 53 |
|
|
2016
Q4 | $332K | Buy |
9,253
+276
| +3% | +$9.9K | 0.27% | 59 |
|
|
2016
Q3 | $273K | Sell |
8,977
-1,057
| -11% | -$32.1K | 0.24% | 60 |
|
|
2016
Q2 | $262K | Buy |
10,034
+11
| +0.1% | +$287 | 0.22% | 63 |
|
|
2016
Q1 | $258K | Buy |
10,023
+12
| +0.1% | +$309 | 0.22% | 63 |
|
|
2015
Q4 | $259K | Sell |
10,011
-1,476
| -13% | -$38.2K | 0.23% | 62 |
|
|
2015
Q3 | $308K | Sell |
11,487
-190
| -2% | -$5.09K | 0.28% | 62 |
|
|
2015
Q2 | $381K | Buy |
11,677
+14
| +0.1% | +$457 | 0.32% | 62 |
|
|
2015
Q1 | $386K | Sell |
11,663
-605
| -5% | -$20K | 0.32% | 61 |
|
|
2014
Q4 | $444K | Buy |
12,268
+20
| +0.2% | +$724 | 0.36% | 57 |
|
|
2014
Q3 | $392K | Buy |
12,248
+22
| +0.2% | +$704 | 0.33% | 58 |
|
|
2014
Q2 | $377K | Buy |
12,226
+23
| +0.2% | +$709 | 0.31% | 61 |
|
|
2014
Q1 | $353K | Buy |
12,203
+23
| +0.2% | +$665 | 0.34% | 55 |
|
|
2013
Q4 | $350K | Buy |
+12,180
| New | +$350K | 0.36% | 52 |
|