Clearstead 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 |
-8
| Closed | -$2K | – | 1477 |
|
|
2021
Q3 | $2K | Sell |
8
-2
| -20% | -$500 | ﹤0.01% | 1168 |
|
|
2021
Q2 | $3K | Buy |
+10
| New | +$3K | ﹤0.01% | 1005 |
|
|
2020
Q1 | – | Sell |
-2,000
| Closed | -$306K | – | 789 |
|
|
2019
Q4 | $306K | Hold |
2,000
| – | – | 0.04% | 220 |
|
|
2019
Q3 | $266K | Hold |
2,000
| – | – | 0.04% | 224 |
|
|
2019
Q2 | $244K | Buy |
+2,000
| New | +$244K | 0.03% | 242 |
|