Avior 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 |
-1,005
| Closed | -$271K | – | 1278 |
|
|
2021
Q3 | $271K | Buy |
1,005
+1
| +0.1% | +$270 | 0.02% | 391 |
|
|
2021
Q2 | $284K | Sell |
1,004
-1,407
| -58% | -$398K | 0.03% | 373 |
|
|
2021
Q1 | $635K | Hold |
2,411
| – | – | 0.07% | 248 |
|
|
2020
Q4 | $491K | Hold |
2,411
| – | – | 0.06% | 271 |
|
|
2020
Q3 | $435K | Sell |
2,411
-330
| -12% | -$59.5K | 0.06% | 265 |
|
|
2020
Q2 | $408K | Buy |
2,741
+852
| +45% | +$127K | 0.06% | 275 |
|
|
2020
Q1 | $240K | Buy |
1,889
+1,639
| +656% | +$208K | 0.05% | 311 |
|
|
2019
Q4 | $38K | Hold |
250
| – | – | 0.01% | 485 |
|
|
2019
Q3 | $33K | Buy |
250
+232
| +1,289% | +$30.6K | 0.01% | 492 |
|
|
2019
Q2 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 754 |
|