OneDigital Investment 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 |
-858
| Closed | -$232K | – | 815 |
|
|
2021
Q3 | $232K | Buy |
+858
| New | +$232K | 0.01% | 637 |
|
|
2021
Q2 | – | Sell |
-790
| Closed | -$209K | – | 762 |
|
|
2021
Q1 | $209K | Buy |
+790
| New | +$209K | 0.01% | 599 |
|
|
2019
Q3 | – | Sell |
-194
| Closed | -$24K | – | 1206 |
|
|
2019
Q2 | $24K | Sell |
194
-36
| -16% | -$4.45K | ﹤0.01% | 763 |
|
|
2019
Q1 | $27K | Buy |
230
+1
| +0.4% | +$117 | ﹤0.01% | 651 |
|
|
2018
Q4 | $22K | Hold |
229
| – | – | ﹤0.01% | 673 |
|
|
2018
Q3 | $26K | Hold |
229
| – | – | 0.01% | 582 |
|
|
2018
Q2 | $24K | Hold |
229
| – | – | 0.01% | 754 |
|
|
2018
Q1 | $25K | Hold |
229
| – | – | 0.01% | 741 |
|
|
2017
Q4 | $24K | Hold |
229
| – | – | ﹤0.01% | 748 |
|
|
2017
Q3 | $25K | Sell |
229
-34
| -13% | -$3.71K | 0.01% | 584 |
|
|
2017
Q2 | $28K | Buy |
+263
| New | +$28K | 0.01% | 637 |
|