Sheets Smith 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,752
| Closed | -$570K | – | 342 |
|
|
2019
Q4 | $570K | Sell |
3,752
-106
| -3% | -$16.1K | 0.11% | 187 |
|
|
2019
Q3 | $513K | Buy |
+3,858
| New | +$513K | 0.11% | 191 |
|
|
2014
Q1 | – | Sell |
-5,524
| Closed | -$684K | – | 287 |
|
|
2013
Q4 | $684K | Buy |
+5,524
| New | +$684K | 0.19% | 142 |
|
|
2013
Q3 | – | Sell |
-7,427
| Closed | -$787K | – | 257 |
|
|
2013
Q2 | $787K | Buy |
+7,427
| New | +$787K | 0.27% | 101 |
|