AE 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 |
-2,671
| Closed | -$723K | – | 1795 |
|
|
2021
Q3 | $723K | Buy |
2,671
+159
| +6% | +$43K | 0.01% | 990 |
|
|
2021
Q2 | $712K | Sell |
2,512
-37
| -1% | -$10.5K | 0.01% | 973 |
|
|
2021
Q1 | $673K | Buy |
2,549
+50
| +2% | +$13.2K | 0.01% | 898 |
|
|
2020
Q4 | $510K | Sell |
2,499
-24
| -1% | -$4.9K | 0.01% | 949 |
|
|
2020
Q3 | $456K | Sell |
2,523
-248
| -9% | -$44.8K | 0.01% | 905 |
|
|
2020
Q2 | $414K | Buy |
2,771
+959
| +53% | +$143K | 0.01% | 933 |
|
|
2020
Q1 | $231K | Sell |
1,812
-242
| -12% | -$30.9K | 0.01% | 958 |
|
|
2019
Q4 | $315K | Buy |
2,054
+71
| +4% | +$10.9K | 0.01% | 883 |
|
|
2019
Q3 | $264K | Buy |
+1,983
| New | +$264K | 0.01% | 830 |
|