Mission 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,076
| Closed | -$235K | – | 298 |
|
|
2018
Q3 | $235K | Hold |
2,076
| – | – | 0.03% | 244 |
|
|
2018
Q2 | $220K | Hold |
2,076
| – | – | 0.03% | 240 |
|
|
2018
Q1 | $228K | Hold |
2,076
| – | – | 0.04% | 198 |
|
|
2017
Q4 | $218K | Hold |
2,076
| – | – | 0.04% | 202 |
|
|
2017
Q3 | $226K | Sell |
2,076
-400
| -16% | -$43.5K | 0.04% | 172 |
|
|
2017
Q2 | $259K | Hold |
2,476
| – | – | 0.05% | 149 |
|
|
2017
Q1 | $212K | Hold |
2,476
| – | – | 0.04% | 172 |
|
|
2016
Q4 | $210K | Hold |
2,476
| – | – | 0.04% | 167 |
|
|
2016
Q3 | $231K | Hold |
2,476
| – | – | 0.06% | 145 |
|
|
2016
Q2 | $223K | Hold |
2,476
| – | – | 0.06% | 138 |
|
|
2016
Q1 | $212K | Buy |
+2,476
| New | +$212K | 0.06% | 140 |
|
|
2015
Q4 | – | Sell |
-2,426
| Closed | -$221K | – | 148 |
|
|
2015
Q3 | $221K | Sell |
2,426
-562
| -19% | -$51.2K | 0.07% | 118 |
|
|
2015
Q2 | $305K | Buy |
+2,988
| New | +$305K | 0.1% | 96 |
|