Strategic Wealth Partners’s Kansas City Southern KSU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-200
| Closed | -$24K | – | 785 |
|
|
2019
Q2 | $24K | Hold |
200
| – | – | 0.01% | 311 |
|
|
2019
Q1 | $24K | Sell |
200
-4
| -2% | -$480 | 0.01% | 331 |
|
|
2018
Q4 | $21K | Buy |
204
+4
| +2% | +$412 | 0.01% | 327 |
|
|
2018
Q3 | $23K | Hold |
200
| – | – | 0.01% | 314 |
|
|
2018
Q2 | $21K | Buy |
+200
| New | +$21K | 0.01% | 383 |
|