Laird Norton Wetherby 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 |
-1,821
| Closed | -$493K | – | 947 |
|
|
2021
Q3 | $493K | Buy |
1,821
+12
| +0.7% | +$3.25K | 0.03% | 511 |
|
|
2021
Q2 | $513K | Buy |
1,809
+7
| +0.4% | +$1.99K | 0.03% | 497 |
|
|
2021
Q1 | $475K | Sell |
1,802
-11
| -0.6% | -$2.9K | 0.04% | 449 |
|
|
2020
Q4 | $370K | Sell |
1,813
-37
| -2% | -$7.55K | 0.03% | 570 |
|
|
2020
Q3 | $334K | Sell |
1,850
-53
| -3% | -$9.57K | 0.03% | 491 |
|
|
2020
Q2 | $284K | Buy |
1,903
+192
| +11% | +$28.7K | 0.03% | 535 |
|
|
2020
Q1 | $218K | Buy |
1,711
+187
| +12% | +$23.8K | 0.02% | 551 |
|
|
2019
Q4 | $233K | Buy |
+1,524
| New | +$233K | 0.02% | 616 |
|
|
2018
Q2 | – | Sell |
-2,812
| Closed | -$309K | – | 670 |
|
|
2018
Q1 | $309K | Buy |
2,812
+155
| +6% | +$17K | 0.04% | 470 |
|
|
2017
Q4 | $280K | Buy |
2,657
+48
| +2% | +$5.06K | 0.04% | 489 |
|
|
2017
Q3 | $284K | Buy |
2,609
+16
| +0.6% | +$1.74K | 0.04% | 478 |
|
|
2017
Q2 | $271K | Buy |
+2,593
| New | +$271K | 0.05% | 460 |
|