Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-183
| Closed | -$50K | – | 800 |
|
|
2021
Q3 | $50K | Hold |
183
| – | – | 0.01% | 264 |
|
|
2021
Q2 | $52K | Hold |
183
| – | – | 0.01% | 262 |
|
|
2021
Q1 | $48 | Hold |
183
| – | – | 0.01% | 276 |
|
|
2020
Q4 | $37K | Hold |
183
| – | – | 0.01% | 288 |
|
|
2020
Q3 | $33K | Hold |
183
| – | – | 0.01% | 296 |
|
|
2020
Q2 | $27K | Hold |
183
| – | – | 0.01% | 316 |
|
|
2020
Q1 | $23K | Hold |
183
| – | – | 0.01% | 309 |
|
|
2019
Q4 | $28K | Buy |
+183
| New | +$28K | 0.01% | 326 |
|