BDO 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 |
-25
| Closed | -$7K | – | 1179 |
|
|
2021
Q3 | $7K | Hold |
25
| – | – | ﹤0.01% | 793 |
|
|
2021
Q2 | $7K | Hold |
25
| – | – | ﹤0.01% | 829 |
|
|
2021
Q1 | $7K | Sell |
25
-55
| -69% | -$15.4K | ﹤0.01% | 806 |
|
|
2020
Q4 | $16K | Hold |
80
| – | – | ﹤0.01% | 498 |
|
|
2020
Q3 | $14K | Hold |
80
| – | – | ﹤0.01% | 463 |
|
|
2020
Q2 | $12K | Sell |
80
-135
| -63% | -$20.3K | ﹤0.01% | 487 |
|
|
2020
Q1 | $27K | Hold |
215
| – | – | 0.01% | 409 |
|
|
2019
Q4 | $33K | Hold |
215
| – | – | 0.01% | 343 |
|
|
2019
Q3 | $29K | Hold |
215
| – | – | 0.01% | 370 |
|
|
2019
Q2 | $26K | Sell |
215
-285
| -57% | -$34.5K | 0.01% | 367 |
|
|
2019
Q1 | $58K | Buy |
+500
| New | +$58K | 0.02% | 267 |
|