Frontier 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
Q4 | – | Sell |
-877
| Closed | -$237K | – | 448 |
|
|
2021
Q3 | $237K | Sell |
877
-50
| -5% | -$13.5K | 0.02% | 375 |
|
|
2021
Q2 | $263K | Sell |
927
-100
| -10% | -$28.4K | 0.02% | 357 |
|
|
2021
Q1 | $271K | Sell |
1,027
-13
| -1% | -$3.43K | 0.02% | 316 |
|
|
2020
Q4 | $212K | Buy |
+1,040
| New | +$212K | 0.02% | 350 |
|
|
2015
Q2 | – | Sell |
-8,480
| Closed | -$866K | – | 386 |
|
|
2015
Q1 | $866K | Sell |
8,480
-1,079
| -11% | -$110K | 0.14% | 116 |
|
|
2014
Q4 | $1.17M | Buy |
+9,559
| New | +$1.17M | 0.22% | 72 |
|