TRIBUTARY BALANCED FUND CSX Holdings History
Number of Shares
8,700.00
Current Holdings Value*
$256,040.00
% of Portfolio
0.56%
Total Estimate Gain
$210,451.00
% of Total Estimate Gain
25.72%
TRIBUTARY BALANCED FUND's CSX Corp Holding Summary
As of 2025-03-31, TRIBUTARY BALANCED FUND held 8,700.00 shares of CSX Corp(CSX), totaling $256,040.00. This investment constitutes 0.56% of their stock portfolio, and TRIBUTARY BALANCED FUND now holds 0% of the outstanding CSX Corp(CSX) stock.
The initial trade took place in 2020Q1. And since then TRIBUTARY BALANCED FUND has made 6 purchases of CSX, at an average price of $25.69, for a total of 31,850.00 shares. In addition, there have been 13 sales at an average price of $31.88 for 23,150.00 shares. Based on historical transaction data and CSX's current price of $33.39, TRIBUTARY BALANCED FUND's estimated gain on his CSX holdings is $210,451.00, reflecting a 25.72% gain to date.
TRIBUTARY BALANCED FUND CSX ($33.39) Holding Chart
TRIBUTARY BALANCED FUND CSX ($33.39) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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