SWA
KSU
Sutton Wealth Advisors’s Kansas City Southern KSU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-72
| Closed | -$19.5K | – | 1704 |
|
|
2021
Q3 | $19.5K | Buy |
72
+1
| +1% | +$271 | 0.01% | 705 |
|
|
2021
Q2 | $20.1K | Hold |
71
| – | – | 0.01% | 697 |
|
|
2021
Q1 | $18.7K | Hold |
71
| – | – | 0.01% | 690 |
|
|
2020
Q4 | $14.5K | Hold |
71
| – | – | 0.01% | 700 |
|
|
2020
Q3 | $12.8K | Hold |
71
| – | – | 0.01% | 668 |
|
|
2020
Q2 | $10.6K | Buy |
71
+4
| +6% | +$597 | 0.01% | 692 |
|
|
2020
Q1 | $8.52K | Hold |
67
| – | – | 0.01% | 699 |
|
|
2019
Q4 | $10.3K | Hold |
67
| – | – | 0.01% | 815 |
|
|
2019
Q3 | $8.91K | Hold |
67
| – | – | 0.01% | 820 |
|
|
2019
Q2 | $8.16K | Hold |
67
| – | – | ﹤0.01% | 824 |
|
|
2019
Q1 | $7.77K | Buy |
67
+11
| +20% | +$1.28K | ﹤0.01% | 844 |
|
|
2018
Q4 | $5.35K | Hold |
56
| – | – | ﹤0.01% | 876 |
|
|
2018
Q3 | $6.34K | Hold |
56
| – | – | ﹤0.01% | 868 |
|
|
2018
Q2 | $5.93K | Hold |
56
| – | – | ﹤0.01% | 906 |
|
|
2018
Q1 | $6.15K | Hold |
56
| – | – | ﹤0.01% | 900 |
|
|
2017
Q4 | $5.89K | Hold |
56
| – | – | ﹤0.01% | 870 |
|
|
2017
Q3 | $6.09K | Hold |
56
| – | – | ﹤0.01% | 850 |
|
|
2017
Q2 | $5.86K | Buy |
56
+3
| +6% | +$314 | ﹤0.01% | 853 |
|
|
2017
Q1 | $4.55K | Buy |
53
+4
| +8% | +$343 | ﹤0.01% | 860 |
|
|
2016
Q4 | $4.16K | Hold |
49
| – | – | ﹤0.01% | 868 |
|
|
2016
Q3 | $4.57K | Hold |
49
| – | – | ﹤0.01% | 833 |
|
|
2016
Q2 | $4.41K | Hold |
49
| – | – | ﹤0.01% | 805 |
|
|
2016
Q1 | $4.19K | Buy |
+49
| New | +$4.19K | ﹤0.01% | 792 |
|