IHT 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 |
-2,081
| Closed | -$563K | – | 873 |
|
|
2021
Q3 | $563K | Sell |
2,081
-490
| -19% | -$133K | 0.05% | 391 |
|
|
2021
Q2 | $729K | Buy |
2,571
+11
| +0.4% | +$3.12K | 0.05% | 406 |
|
|
2021
Q1 | $676K | Sell |
2,560
-77
| -3% | -$20.3K | 0.05% | 370 |
|
|
2020
Q4 | $538K | Hold |
2,637
| – | – | 0.04% | 384 |
|
|
2020
Q3 | $477K | Buy |
2,637
+402
| +18% | +$72.7K | 0.05% | 359 |
|
|
2020
Q2 | $334K | Sell |
2,235
-489
| -18% | -$73.1K | 0.05% | 385 |
|
|
2020
Q1 | $346K | Buy |
2,724
+60
| +2% | +$7.62K | 0.05% | 348 |
|
|
2019
Q4 | $408K | Buy |
2,664
+38
| +1% | +$5.82K | 0.05% | 365 |
|
|
2019
Q3 | $349K | Buy |
2,626
+500
| +24% | +$66.5K | 0.05% | 389 |
|
|
2019
Q2 | $259K | Sell |
2,126
-423
| -17% | -$51.5K | 0.04% | 427 |
|
|
2019
Q1 | $296K | Buy |
2,549
+8
| +0.3% | +$929 | 0.05% | 367 |
|
|
2018
Q4 | $243K | Buy |
2,541
+400
| +19% | +$38.3K | 0.05% | 383 |
|
|
2018
Q3 | $243K | Hold |
2,141
| – | – | 0.05% | 370 |
|
|
2018
Q2 | $227K | Sell |
2,141
-106
| -5% | -$11.2K | 0.06% | 356 |
|
|
2018
Q1 | $243K | Buy |
2,247
+106
| +5% | +$11.5K | 0.07% | 316 |
|
|
2017
Q4 | $235K | Hold |
2,141
| – | – | 0.06% | 324 |
|
|
2017
Q3 | $223K | Buy |
2,141
+2,000
| +1,418% | +$208K | 0.09% | 227 |
|
|
2017
Q2 | $675 | Buy |
141
+100
| +244% | +$479 | 0.33% | 76 |
|
|
2017
Q1 | $4K | Hold |
41
| – | – | ﹤0.01% | 1003 |
|
|
2016
Q4 | $3K | Buy |
+41
| New | +$3K | ﹤0.01% | 1004 |
|