Perigon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-450
| Closed | -$92K | – | 1088 |
|
|
2020
Q4 | $92K | Buy |
+450
| New | +$92K | 0.01% | 560 |
|
|
2020
Q1 | – | Sell |
-2,009
| Closed | -$311K | – | 343 |
|
|
2019
Q4 | $311K | Buy |
+2,009
| New | +$311K | 0.06% | 189 |
|
|
2019
Q3 | – | Sell |
-2,000
| Closed | -$244K | – | 263 |
|
|
2019
Q2 | $244K | Buy |
+2,000
| New | +$244K | 0.06% | 201 |
|
|
2019
Q1 | – | Sell |
-3,000
| Closed | -$327K | – | 243 |
|
|
2018
Q4 | $327K | Buy |
+3,000
| New | +$327K | 0.08% | 156 |
|