CWA
KSU
Clarus Wealth Advisors’s Kansas City Southern KSU Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-3,287
| Closed | -$862K | – | 141 |
|
2021
Q1 | $862K | Hold |
3,287
| – | – | 0.54% | 39 |
|
2020
Q4 | $704K | Hold |
3,287
| – | – | 0.47% | 43 |
|
2020
Q3 | $590K | Hold |
3,287
| – | – | 0.46% | 46 |
|
2020
Q2 | $477K | Hold |
3,287
| – | – | 0.4% | 56 |
|
2020
Q1 | $404K | Hold |
3,287
| – | – | 0.4% | 72 |
|
2019
Q4 | $526K | Hold |
3,287
| – | – | 0.35% | 77 |
|
2019
Q3 | $437K | Buy |
+3,287
| New | +$437K | 0.32% | 77 |
|