Stratos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-827
| Closed | -$224K | – | 1317 |
|
|
2021
Q3 | $224K | Buy |
+827
| New | +$224K | 0.01% | 1056 |
|
|
2018
Q4 | – | Sell |
-1,126
| Closed | -$128K | – | 2763 |
|
|
2018
Q3 | $128K | Buy |
+1,126
| New | +$128K | 0.01% | 1022 |
|
|
2018
Q2 | – | Sell |
-1,226
| Closed | -$135K | – | 2848 |
|
|
2018
Q1 | $135K | Buy |
1,226
+131
| +12% | +$14.4K | 0.01% | 1051 |
|
|
2017
Q4 | $115K | Buy |
+1,095
| New | +$115K | 0.01% | 1109 |
|
|
2017
Q3 | – | Sell |
-11,034
| Closed | -$1.16M | – | 970 |
|
|
2017
Q2 | $1.16M | Buy |
11,034
+647
| +6% | +$67.7K | 0.06% | 271 |
|
|
2017
Q1 | $891K | Buy |
+10,387
| New | +$891K | 0.05% | 302 |
|