XWM
Xcel Wealth Management’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,488
| Closed | -$221K | – | 111 |
|
|
2023
Q2 | $221K | Buy |
+6,488
| New | +$221K | 0.07% | 123 |
|
|
2023
Q1 | – | Sell |
-6,491
| Closed | -$201K | – | 131 |
|
|
2022
Q4 | $201K | Buy |
+6,491
| New | +$201K | 0.08% | 127 |
|
|
2022
Q2 | – | Sell |
-6,493
| Closed | -$243K | – | 126 |
|
|
2022
Q1 | $243K | Buy |
6,493
+2
| +0% | +$75 | 0.07% | 127 |
|
|
2021
Q4 | $244K | Buy |
+6,491
| New | +$244K | 0.06% | 134 |
|
|
2021
Q3 | – | Sell |
-6,339
| Closed | -$203K | – | 138 |
|
|
2021
Q2 | $203K | Buy |
6,339
+4,226
| +200% | +$135K | 0.06% | 140 |
|
|
2021
Q1 | $204K | Buy |
+2,113
| New | +$204K | 0.07% | 128 |
|