Evolution Wealth 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 |
-63
| Closed | -$17K | – | 678 |
|
|
2021
Q3 | $17K | Sell |
63
-5
| -7% | -$1.35K | ﹤0.01% | 337 |
|
|
2021
Q2 | $19K | Hold |
68
| – | – | ﹤0.01% | 315 |
|
|
2021
Q1 | $18K | Hold |
68
| – | – | ﹤0.01% | 319 |
|
|
2020
Q4 | $14K | Hold |
68
| – | – | ﹤0.01% | 318 |
|
|
2020
Q3 | $12K | Hold |
68
| – | – | ﹤0.01% | 335 |
|
|
2020
Q2 | $10K | Buy |
+68
| New | +$10K | ﹤0.01% | 296 |
|
|
2020
Q1 | – | Sell |
-19
| Closed | -$3K | – | 673 |
|
|
2019
Q4 | $3K | Hold |
19
| – | – | ﹤0.01% | 542 |
|
|
2019
Q3 | $3K | Hold |
19
| – | – | ﹤0.01% | 385 |
|
|
2019
Q2 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 457 |
|