Mariner Wealth Advisors (Cincinnati)’s Kansas City Southern KSU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $13.9M | Buy |
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|
2018
Q2 | $524K | Buy |
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|
2018
Q1 | $542K | Buy |
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|
2017
Q4 | $479K | Buy |
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|
2017
Q3 | $398K | Buy |
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|
2017
Q2 | $360K | Sell |
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|
2017
Q1 | $357K | Buy |
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|
2016
Q4 | $279K | Buy |
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|
2016
Q3 | $295K | Sell |
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|
2016
Q2 | $316K | Sell |
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|
2016
Q1 | $307K | Buy |
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|
2015
Q4 | $268K | Buy |
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|
2015
Q1 | $265K | Sell |
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|
2014
Q4 | $321K | Sell |
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|
2014
Q3 | $954K | Sell |
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|
2014
Q2 | $1.76M | Buy |
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|
2014
Q1 | $1.64M | Buy |
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|
2013
Q4 | $595K | Sell |
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|
2013
Q3 | $531K | Buy |
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|
2013
Q2 | $437K | Buy |
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