SVWAG
KSU

Sound View Wealth Advisors Group’s Kansas City Southern KSU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-2,973
Closed -$805K 302
2021
Q3
$805K Buy
2,973
+451
+18% +$122K 0.17% 136
2021
Q2
$715K Buy
2,522
+498
+25% +$141K 0.15% 138
2021
Q1
$534K Buy
+2,024
New +$534K 0.12% 150