BerganKDV 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 |
-32
| Closed | -$9K | – | 1151 |
|
|
2021
Q3 | $9K | Hold |
32
| – | – | ﹤0.01% | 667 |
|
|
2021
Q2 | $9K | Sell |
32
-1
| -3% | -$281 | ﹤0.01% | 631 |
|
|
2021
Q1 | $9K | Sell |
33
-6
| -15% | -$1.64K | ﹤0.01% | 599 |
|
|
2020
Q4 | $8K | Hold |
39
| – | – | ﹤0.01% | 608 |
|
|
2020
Q3 | $7K | Hold |
39
| – | – | ﹤0.01% | 558 |
|
|
2020
Q2 | $6K | Sell |
39
-7
| -15% | -$1.08K | ﹤0.01% | 615 |
|
|
2020
Q1 | $6K | Buy |
46
+6
| +15% | +$783 | ﹤0.01% | 571 |
|
|
2019
Q4 | $6K | Buy |
+40
| New | +$6K | ﹤0.01% | 603 |
|