Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-65
| Closed | -$6K | – | 1340 |
|
|
2016
Q2 | $6K | Hold |
65
| – | – | ﹤0.01% | 890 |
|
|
2016
Q1 | $6K | Hold |
65
| – | – | ﹤0.01% | 824 |
|
|
2015
Q4 | $5K | Sell |
65
-513
| -89% | -$39.5K | ﹤0.01% | 950 |
|
|
2015
Q3 | $53K | Sell |
578
-106
| -15% | -$9.72K | 0.02% | 377 |
|
|
2015
Q2 | $62K | Buy |
684
+8
| +1% | +$725 | 0.02% | 351 |
|
|
2015
Q1 | $69K | Buy |
+676
| New | +$69K | 0.03% | 336 |
|