INSTITUTE FOR WEALTH MANAGEMENT, LLC. – CSX Corporation Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$1.96M
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-8.33%
quarter
CSX Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.01% | -5 shares | -178K | $26.64 | 73.57K |
| Q2 2022 | share | Decrease | -0.86% | -642 shares | -642K | $29.06 | 73.58K |
| Q1 2022 | share | Increase | +0.04% | 28 shares | -10K | $37.45 | 74.22K |
| Q4 2021 | share | Decrease | -0.12% | -91 shares | 581K | $37.32 | 74.19K |
| Q3 2021 | share | Decrease | -0.22% | -164 shares | -179K | $29.66 | 74.28K |
| Q2 2021 | share | Decrease | -2.13% | -1.61K shares | -57K | $31.91 | 74.45K |
| Q1 2021 | share | Decrease | -3.13% | -2.46K shares | 70K | $31.88 | 76.06K |
| Q4 2020 | share | Decrease | -1.69% | -1.35K shares | 307K | $29.91 | 78.52K |
| Q3 2020 | share | Decrease | -1.28% | -1.03K shares | 187K | $25.53 | 79.87K |
| Q2 2020 | share | Decrease | -0.75% | -609 shares | 324K | $22.84 | 80.91K |
| Q1 2020 | share | Decrease | -1.70% | -1.40K shares | -443K | $18.7 | 81.52K |
| Q4 2019 | share | Increase | +1.88% | 1.53K shares | 121K | $23.53 | 82.93K |
| Q3 2019 | share | Decrease | -15.90% | -15.38K shares | -617K | $22.45 | 81.39K |
| Q2 2019 | share | Increase | +3.72% | 3.47K shares | 168K | $24.99 | 96.78K |
| Q1 2019 | share | Increase | 0.00% | 93.31K shares | 2.32M | $24.09 | 93.31K |
| Q4 2018 | share | Decrease | -100.00% | -101.31K shares | -2.49M | $19.94 | 0 |
| Q3 2018 | share | Decrease | -7.29% | -7.96K shares | 179K | $23.69 | 101.31K |
| Q2 2018 | share | Increase | +0.63% | 687 shares | 161K | $20.34 | 109.27K |
| Q1 2018 | share | Increase | +14.49% | 13.74K shares | 425K | $17.71 | 108.58K |
| Q4 2017 | share | Decrease | -10.58% | -11.21K shares | -184K | $17.41 | 94.84K |
| Q3 2017 | share | Decrease | -0.55% | -588 shares | -20K | $17.11 | 106.06K |
| Q2 2017 | share | Increase | 0.00% | 106.65K shares | 1.93M | $17.14 | 106.65K |