SVA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $2M | Sell |
9,789
-2,278
| -19% | -$465K | 0.17% | 95 |
|
|
2020
Q3 | $2.18M | Sell |
12,067
-193
| -2% | -$34.9K | 0.22% | 88 |
|
|
2020
Q2 | $1.83M | Buy |
12,260
+308
| +3% | +$46K | 0.2% | 93 |
|
|
2020
Q1 | $1.52M | Buy |
11,952
+345
| +3% | +$43.9K | 0.17% | 97 |
|
|
2019
Q4 | $1.78M | Sell |
11,607
-328
| -3% | -$50.2K | 0.16% | 104 |
|
|
2019
Q3 | $1.59M | Sell |
11,935
-291
| -2% | -$38.7K | 0.16% | 105 |
|
|
2019
Q2 | $1.49M | Sell |
12,226
-1,936
| -14% | -$236K | 0.15% | 108 |
|
|
2019
Q1 | $1.64M | Buy |
14,162
+1,372
| +11% | +$159K | 0.16% | 102 |
|
|
2018
Q4 | $1.22M | Buy |
12,790
+42
| +0.3% | +$4.01K | 0.14% | 110 |
|
|
2018
Q3 | $1.44M | Buy |
12,748
+159
| +1% | +$18K | 0.15% | 105 |
|
|
2018
Q2 | $1.33M | Sell |
12,589
-1,044
| -8% | -$111K | 0.14% | 109 |
|
|
2018
Q1 | $1.48M | Buy |
13,633
+635
| +5% | +$69K | 0.18% | 106 |
|
|
2017
Q4 | $1.37M | Sell |
12,998
-635
| -5% | -$66.8K | 0.16% | 109 |
|
|
2017
Q3 | $1.48M | Sell |
13,633
-236
| -2% | -$25.7K | 0.18% | 106 |
|
|
2017
Q2 | $1.45M | Buy |
13,869
+2,780
| +25% | +$291K | 0.19% | 102 |
|
|
2017
Q1 | $951K | Buy |
11,089
+1,390
| +14% | +$119K | 0.13% | 110 |
|
|
2016
Q4 | $823K | Sell |
9,699
-1,675
| -15% | -$142K | 0.12% | 118 |
|
|
2016
Q3 | $1.06M | Sell |
11,374
-702
| -6% | -$65.5K | 0.17% | 105 |
|
|
2016
Q2 | $1.09M | Sell |
12,076
-341
| -3% | -$30.7K | 0.18% | 104 |
|
|
2016
Q1 | $1.06M | Sell |
12,417
-1,398
| -10% | -$119K | 0.18% | 103 |
|
|
2015
Q4 | $1.03M | Sell |
13,815
-14,481
| -51% | -$1.08M | 0.18% | 109 |
|
|
2015
Q3 | $2.57M | Buy |
28,296
+1,550
| +6% | +$141K | 0.48% | 68 |
|
|
2015
Q2 | $2.44M | Sell |
26,746
-670
| -2% | -$61.1K | 0.45% | 66 |
|
|
2015
Q1 | $2.8M | Buy |
27,416
+24,058
| +716% | +$2.46M | 0.51% | 67 |
|
|
2014
Q4 | $410K | Buy |
3,358
+30
| +0.9% | +$3.66K | 0.15% | 130 |
|
|
2014
Q3 | $403K | Buy |
3,328
+90
| +3% | +$10.9K | 0.17% | 112 |
|
|
2014
Q2 | $348K | Buy |
3,238
+87
| +3% | +$9.35K | 0.15% | 121 |
|
|
2014
Q1 | $322K | Buy |
+3,151
| New | +$322K | 0.15% | 119 |
|