MWM
KSU

Modera Wealth Management’s Kansas City Southern KSU Stock Holding History

Modera Wealth Management’s Portfolio KSU Stock Details KSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,783
Closed -$483K – 609
2021
Q3 		$483K Hold
1,783
– – 0.02% 159
2021
Q2 		$505K Sell
1,783
-97
-5% -$27.5K 0.03% 146
2021
Q1 		$497K Buy
1,880
+97
+5% +$25.6K 0.03% 139
2020
Q4 		$364K Buy
+1,783
New +$364K 0.03% 158