Icon Wealth Partners’s Kansas City Southern KSU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-572
| Closed | -$66K | – | 850 |
|
|
2019
Q1 | $66K | Buy |
+572
| New | +$66K | 0.02% | 299 |
|
|
2018
Q3 | – | Sell |
-342
| Closed | -$36K | – | 777 |
|
|
2018
Q2 | $36K | Buy |
+342
| New | +$36K | 0.02% | 462 |
|
|
2018
Q1 | – | Sell |
-381
| Closed | -$40K | – | 798 |
|
|
2017
Q4 | $40K | Buy |
+381
| New | +$40K | 0.02% | 467 |
|