Carson Wealth (CWM LLC)’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
Q2 | $36K | Hold |
127
| – | – | ﹤0.01% | 1547 |
|
|
2021
Q1 | $36K | Hold |
127
| – | – | ﹤0.01% | 1547 |
|
|
2020
Q4 | $36K | Hold |
127
| – | – | ﹤0.01% | 1547 |
|
|
2020
Q3 | $36K | Hold |
127
| – | – | ﹤0.01% | 1547 |
|
|
2020
Q2 | $36K | Hold |
127
| – | – | ﹤0.01% | 1547 |
|
|
2020
Q1 | $36K | Hold |
127
| – | – | ﹤0.01% | 1547 |
|
|
2019
Q4 | $36K | Hold |
127
| – | – | ﹤0.01% | 1547 |
|
|
2019
Q3 | $36K | Hold |
127
| – | – | ﹤0.01% | 1547 |
|
|
2019
Q2 | $36K | Hold |
127
| – | – | ﹤0.01% | 1547 |
|
|
2019
Q1 | $36K | Buy |
+127
| New | +$36K | ﹤0.01% | 1547 |
|
|
2018
Q4 | – | Sell |
-9
| Closed | -$1K | – | 2299 |
|
|
2018
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 1788 |
|
|
2018
Q2 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 1640 |
|
|
2018
Q1 | – | Sell |
-55
| Closed | -$6K | – | 1576 |
|
|
2017
Q4 | $6K | Hold |
55
| – | – | ﹤0.01% | 1051 |
|
|
2017
Q3 | $6K | Buy |
+55
| New | +$6K | ﹤0.01% | 1046 |
|
|
2017
Q1 | – | Sell |
-65
| Closed | -$6K | – | 1358 |
|
|
2016
Q4 | $6K | Buy |
+65
| New | +$6K | ﹤0.01% | 832 |
|
|
2014
Q1 | – | Sell |
-37
| Closed | -$5K | – | 484 |
|
|
2013
Q4 | $5K | Buy |
+37
| New | +$5K | ﹤0.01% | 485 |
|