9258 Wealth Management’s Kansas City Southern KSU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,070
| Closed | -$831K | – | 384 |
|
|
2021
Q3 | $831K | Buy |
3,070
+55
| +2% | +$14.9K | 0.22% | 110 |
|
|
2021
Q2 | $854K | Sell |
3,015
-278
| -8% | -$78.7K | 0.23% | 104 |
|
|
2021
Q1 | $869K | Buy |
3,293
+647
| +24% | +$171K | 0.26% | 93 |
|
|
2020
Q4 | $540K | Buy |
2,646
+38
| +1% | +$7.76K | 0.18% | 142 |
|
|
2020
Q3 | $459K | Sell |
2,608
-77
| -3% | -$13.6K | 0.17% | 145 |
|
|
2020
Q2 | $401K | Buy |
2,685
+57
| +2% | +$8.51K | 0.16% | 157 |
|
|
2020
Q1 | $346K | Buy |
2,628
+67
| +3% | +$8.82K | 0.15% | 168 |
|
|
2019
Q4 | $392K | Buy |
2,561
+53
| +2% | +$8.11K | 0.14% | 181 |
|
|
2019
Q3 | $334K | Buy |
2,508
+3
| +0.1% | +$400 | 0.26% | 123 |
|
|
2019
Q2 | $305K | Buy |
2,505
+216
| +9% | +$26.3K | 0.25% | 126 |
|
|
2019
Q1 | $265K | Buy |
2,289
+120
| +6% | +$13.9K | 0.23% | 128 |
|
|
2018
Q4 | $207K | Buy |
+2,169
| New | +$207K | 0.2% | 148 |
|