IFWM
KSU
Institute for Wealth Management’s Kansas City Southern KSU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-9,667
| Closed | -$2.62M | – | 506 |
|
|
2021
Q3 | $2.62M | Sell |
9,667
-325
| -3% | -$87.9K | 0.46% | 48 |
|
|
2021
Q2 | $2.83M | Sell |
9,992
-421
| -4% | -$119K | 0.5% | 45 |
|
|
2021
Q1 | $2.75M | Buy |
10,413
+119
| +1% | +$31.4K | 0.52% | 42 |
|
|
2020
Q4 | $2.1M | Buy |
10,294
+25
| +0.2% | +$5.1K | 0.42% | 57 |
|
|
2020
Q3 | $1.86M | Buy |
10,269
+217
| +2% | +$39.2K | 0.42% | 49 |
|
|
2020
Q2 | $1.5M | Sell |
10,052
-171
| -2% | -$25.5K | 0.37% | 62 |
|
|
2020
Q1 | $1.3M | Sell |
10,223
-121
| -1% | -$15.4K | 0.4% | 55 |
|
|
2019
Q4 | $1.58M | Buy |
10,344
+23
| +0.2% | +$3.52K | 0.36% | 64 |
|
|
2019
Q3 | $1.37M | Sell |
10,321
-203
| -2% | -$27K | 0.35% | 72 |
|
|
2019
Q2 | $1.28M | Buy |
10,524
+210
| +2% | +$25.6K | 0.28% | 92 |
|
|
2019
Q1 | $1.2M | Buy |
+10,314
| New | +$1.2M | 0.26% | 108 |
|
|
2018
Q1 | – | Sell |
-7,622
| Closed | -$795K | – | 410 |
|
|
2017
Q4 | $795K | Buy |
+7,622
| New | +$795K | 0.18% | 163 |
|
|
2017
Q3 | – | Sell |
-8,130
| Closed | -$839K | – | 405 |
|
|
2017
Q2 | $839K | Buy |
+8,130
| New | +$839K | 0.23% | 144 |
|