Glassman Wealth Services’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 |
-50
| Closed | -$14K | – | 2041 |
|
|
2021
Q3 | $14K | Buy |
50
+3
| +6% | +$840 | ﹤0.01% | 686 |
|
|
2021
Q2 | $13K | Buy |
47
+8
| +21% | +$2.21K | ﹤0.01% | 698 |
|
|
2021
Q1 | $10K | Sell |
39
-4
| -9% | -$1.03K | ﹤0.01% | 725 |
|
|
2020
Q4 | $9K | Hold |
43
| – | – | ﹤0.01% | 756 |
|
|
2020
Q3 | $8K | Buy |
43
+5
| +13% | +$930 | ﹤0.01% | 690 |
|
|
2020
Q2 | $6K | Buy |
38
+6
| +19% | +$947 | ﹤0.01% | 603 |
|
|
2020
Q1 | $4K | Sell |
32
-12
| -27% | -$1.5K | ﹤0.01% | 578 |
|
|
2019
Q4 | $7K | Buy |
44
+4
| +10% | +$636 | ﹤0.01% | 543 |
|
|
2019
Q3 | $5K | Hold |
40
| – | – | ﹤0.01% | 553 |
|
|
2019
Q2 | $5K | Buy |
40
+2
| +5% | +$250 | ﹤0.01% | 566 |
|
|
2019
Q1 | $4K | Buy |
38
+9
| +31% | +$947 | ﹤0.01% | 603 |
|
|
2018
Q4 | $3K | Hold |
29
| – | – | ﹤0.01% | 517 |
|
|
2018
Q3 | $3K | Sell |
29
-7
| -19% | -$724 | ﹤0.01% | 564 |
|
|
2018
Q2 | $4K | Sell |
36
-7
| -16% | -$778 | ﹤0.01% | 479 |
|
|
2018
Q1 | $5K | Sell |
43
-7
| -14% | -$814 | ﹤0.01% | 435 |
|
|
2017
Q4 | $5K | Buy |
50
+29
| +138% | +$2.9K | ﹤0.01% | 411 |
|
|
2017
Q3 | $2K | Buy |
21
+10
| +91% | +$952 | ﹤0.01% | 429 |
|
|
2017
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 512 |
|
|
2017
Q1 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 542 |
|
|
2016
Q4 | – | Sell |
-4
| Closed | – | – | 739 |
|
|
2016
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 613 |
|