Elmwood 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
Q2 | $43K | Sell |
150
-150
| -50% | -$43K | 0.02% | 174 |
|
|
2021
Q1 | $79K | Buy |
+300
| New | +$79K | 0.05% | 142 |
|
|
2020
Q3 | $45K | Hold |
300
| – | – | 0.04% | 136 |
|
|
2020
Q2 | $45K | Hold |
300
| – | – | 0.04% | 136 |
|
|
2020
Q1 | $33K | Buy |
+300
| New | +$33K | 0.03% | 140 |
|
|
2019
Q4 | – | Sell |
-300
| Closed | -$40K | – | 260 |
|
|
2019
Q3 | $40K | Hold |
300
| – | – | 0.04% | 120 |
|
|
2019
Q2 | $37K | Hold |
300
| – | – | 0.03% | 135 |
|
|
2019
Q1 | $35K | Hold |
300
| – | – | 0.03% | 133 |
|
|
2018
Q4 | $29K | Hold |
300
| – | – | 0.03% | 142 |
|
|
2018
Q3 | $34K | Hold |
300
| – | – | 0.03% | 150 |
|
|
2018
Q2 | $31.8K | Hold |
300
| – | – | 0.03% | 145 |
|
|
2018
Q1 | $33K | Buy |
+300
| New | +$33K | 0.03% | 140 |
|