Accretive Wealth Partners’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
Q3
Sell
-3,161
Closed -$896K 116
2021
Q2
$896K Buy
3,161
+76
+2% +$21.5K 0.65% 63
2021
Q1
$814K Buy
3,085
+213
+7% +$56.2K 0.73% 61
2020
Q4
$586K Buy
+2,872
New +$586K 0.58% 76