YWP
YorkBridge Wealth Partners’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $301K | Hold |
9,717
| – | – | 0.08% | 191 |
|
|
2022
Q3 | $259K | Hold |
9,717
| – | – | 0.07% | 225 |
|
|
2022
Q2 | $282K | Hold |
9,717
| – | – | 0.07% | 206 |
|
|
2022
Q1 | $364K | Hold |
9,717
| – | – | 0.08% | 193 |
|
|
2021
Q4 | $365K | Hold |
9,717
| – | – | 0.08% | 212 |
|
|
2021
Q3 | $289K | Hold |
9,717
| – | – | 0.07% | 219 |
|
|
2021
Q2 | $312K | Buy |
9,717
+6,478
| +200% | +$208K | 0.08% | 197 |
|
|
2021
Q1 | $312K | Hold |
3,239
| – | – | 0.09% | 186 |
|
|
2020
Q4 | $294K | Hold |
3,239
| – | – | 0.1% | 151 |
|
|
2020
Q3 | $252K | Hold |
3,239
| – | – | 0.11% | 154 |
|
|
2020
Q2 | $226K | Buy |
+3,239
| New | +$226K | 0.1% | 156 |
|
|
2020
Q1 | – | Sell |
-3,239
| Closed | -$234K | – | 165 |
|
|
2019
Q4 | $234K | Sell |
3,239
-300
| -8% | -$21.7K | 0.11% | 166 |
|
|
2019
Q3 | $245K | Hold |
3,539
| – | – | 0.12% | 154 |
|
|
2019
Q2 | $274K | Buy |
3,539
+955
| +37% | +$73.9K | 0.12% | 150 |
|
|
2019
Q1 | $193K | Buy |
2,584
+2,550
| +7,500% | +$190K | 0.09% | 164 |
|
|
2018
Q4 | $2K | Hold |
34
| – | – | ﹤0.01% | 676 |
|
|
2018
Q3 | $3K | Hold |
34
| – | – | ﹤0.01% | 685 |
|
|
2018
Q2 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 770 |
|