Global Wealth Management Investment Advisory’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 | – | 515 |
|
|
2021
Q3 | $14K | Hold |
50
| – | – | ﹤0.01% | 288 |
|
|
2021
Q2 | $14K | Hold |
50
| – | – | ﹤0.01% | 272 |
|
|
2021
Q1 | $13K | Hold |
50
| – | – | ﹤0.01% | 291 |
|
|
2020
Q4 | $10K | Hold |
50
| – | – | ﹤0.01% | 287 |
|
|
2020
Q3 | $9K | Sell |
50
-25
| -33% | -$4.5K | ﹤0.01% | 287 |
|
|
2020
Q2 | $11K | Hold |
75
| – | – | ﹤0.01% | 346 |
|
|
2020
Q1 | $10K | Hold |
75
| – | – | 0.01% | 341 |
|
|
2019
Q4 | $11K | Hold |
75
| – | – | ﹤0.01% | 350 |
|
|
2019
Q3 | $10K | Hold |
75
| – | – | ﹤0.01% | 334 |
|
|
2019
Q2 | $9K | Hold |
75
| – | – | ﹤0.01% | 390 |
|
|
2019
Q1 | $9K | Hold |
75
| – | – | ﹤0.01% | 404 |
|
|
2018
Q4 | $7K | Buy |
+75
| New | +$7K | ﹤0.01% | 455 |
|