Meridian Wealth Advisors’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 |
-816
| Closed | -$221K | – | 207 |
|
|
2021
Q3 | $221K | Sell |
816
-1,430
| -64% | -$387K | 0.06% | 180 |
|
|
2021
Q2 | $636K | Sell |
2,246
-95
| -4% | -$26.9K | 0.18% | 102 |
|
|
2021
Q1 | $618K | Sell |
2,341
-681
| -23% | -$180K | 0.21% | 95 |
|
|
2020
Q4 | $617K | Buy |
3,022
+95
| +3% | +$19.4K | 0.23% | 92 |
|
|
2020
Q3 | $529K | Buy |
2,927
+70
| +2% | +$12.7K | 0.23% | 94 |
|
|
2020
Q2 | $427K | Hold |
2,857
| – | – | 0.2% | 103 |
|
|
2020
Q1 | $363K | Sell |
2,857
-584
| -17% | -$74.2K | 0.2% | 91 |
|
|
2019
Q4 | $527K | Buy |
3,441
+16
| +0.5% | +$2.45K | 0.21% | 90 |
|
|
2019
Q3 | $456K | Hold |
3,425
| – | – | 0.2% | 97 |
|
|
2019
Q2 | $429K | Sell |
3,425
-53
| -2% | -$6.64K | 0.3% | 74 |
|
|
2019
Q1 | $403K | Buy |
3,478
+78
| +2% | +$9.04K | 0.29% | 75 |
|
|
2018
Q4 | $325K | Buy |
+3,400
| New | +$325K | 0.25% | 79 |
|