B. Riley Wealth Advisors’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 |
-1,544
| Closed | -$418K | – | 1524 |
|
|
2021
Q3 | $418K | Buy |
1,544
+356
| +30% | +$96.4K | 0.01% | 872 |
|
|
2021
Q2 | $337K | Buy |
1,188
+125
| +12% | +$35.5K | 0.01% | 958 |
|
|
2021
Q1 | $281K | Buy |
+1,063
| New | +$281K | 0.01% | 1031 |
|
|
2015
Q1 | – | Sell |
-238
| Closed | -$29 | – | 2178 |
|
|
2014
Q4 | $29 | Buy |
+238
| New | +$29 | ﹤0.01% | 2382 |
|
|
2014
Q3 | – | Sell |
-45
| Closed | -$4.84K | – | 2055 |
|
|
2014
Q2 | $4.84K | Buy |
+45
| New | +$4.84K | ﹤0.01% | 2054 |
|