Sage Private Wealth Group’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
-129
Closed -$35K 181
2021
Q3
$35K Sell
129
-44
-25% -$11.9K 0.05% 94
2021
Q2
$49K Sell
173
-11
-6% -$3.12K 0.07% 82
2021
Q1
$49K Hold
184
0.08% 83
2020
Q4
$38K Buy
+184
New +$38K 0.11% 78