Independent Solutions 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 |
-1,328
| Closed | -$359K | – | 238 |
|
|
2021
Q3 | $359K | Sell |
1,328
-124
| -9% | -$33.6K | 0.09% | 164 |
|
|
2021
Q2 | $411K | Sell |
1,452
-14
| -1% | -$3.97K | 0.1% | 149 |
|
|
2021
Q1 | $387K | Sell |
1,466
-24
| -2% | -$6.33K | 0.11% | 135 |
|
|
2020
Q4 | $304K | Sell |
1,490
-105
| -7% | -$21.4K | 0.1% | 144 |
|
|
2020
Q3 | $288K | Hold |
1,595
| – | – | 0.11% | 131 |
|
|
2020
Q2 | $238K | Sell |
1,595
-76
| -5% | -$11.3K | 0.1% | 138 |
|
|
2020
Q1 | $213K | Sell |
1,671
-1,461
| -47% | -$186K | 0.12% | 124 |
|
|
2019
Q4 | $480K | Buy |
+3,132
| New | +$480K | 0.21% | 94 |
|