Focused 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-106
| Closed | -$19K | – | 876 |
|
2020
Q3 | $19K | Hold |
106
| – | – | ﹤0.01% | 421 |
|
2020
Q2 | $16K | Hold |
106
| – | – | ﹤0.01% | 429 |
|
2020
Q1 | $14K | Hold |
106
| – | – | ﹤0.01% | 413 |
|
2019
Q4 | $16K | Hold |
106
| – | – | ﹤0.01% | 436 |
|
2019
Q3 | $14K | Hold |
106
| – | – | ﹤0.01% | 435 |
|
2019
Q2 | $13K | Hold |
106
| – | – | ﹤0.01% | 468 |
|
2019
Q1 | $12K | Hold |
106
| – | – | ﹤0.01% | 434 |
|
2018
Q4 | $10K | Hold |
106
| – | – | ﹤0.01% | 451 |
|
2018
Q3 | $12K | Hold |
106
| – | – | ﹤0.01% | 424 |
|
2018
Q2 | $11K | Hold |
106
| – | – | ﹤0.01% | 429 |
|
2018
Q1 | $12K | Hold |
106
| – | – | ﹤0.01% | 448 |
|
2017
Q4 | $11K | Hold |
106
| – | – | ﹤0.01% | 451 |
|
2017
Q3 | $12K | Hold |
106
| – | – | ﹤0.01% | 403 |
|
2017
Q2 | $11K | Sell |
106
-675
| -86% | -$70K | ﹤0.01% | 453 |
|
2017
Q1 | $67K | Hold |
781
| – | – | 0.03% | 253 |
|
2016
Q4 | $66K | Hold |
781
| – | – | 0.03% | 246 |
|
2016
Q3 | $73K | Buy |
781
+675
| +637% | +$63.1K | 0.03% | 233 |
|
2016
Q2 | $10K | Hold |
106
| – | – | ﹤0.01% | 444 |
|
2016
Q1 | $9K | Hold |
106
| – | – | ﹤0.01% | 418 |
|
2015
Q4 | $8K | Hold |
106
| – | – | ﹤0.01% | 443 |
|
2015
Q3 | $10K | Hold |
106
| – | – | 0.01% | 399 |
|
2015
Q2 | $10K | Hold |
106
| – | – | 0.01% | 413 |
|
2015
Q1 | $11K | Hold |
106
| – | – | 0.01% | 417 |
|
2014
Q4 | $13K | Hold |
106
| – | – | 0.01% | 380 |
|
2014
Q3 | $13K | Hold |
106
| – | – | 0.01% | 384 |
|
2014
Q2 | $11K | Hold |
106
| – | – | 0.01% | 409 |
|
2014
Q1 | $11K | Hold |
106
| – | – | 0.01% | 381 |
|
2013
Q4 | $13K | Hold |
106
| – | – | 0.01% | 357 |
|
2013
Q3 | $12K | Buy |
+106
| New | +$12K | 0.01% | 336 |
|