TCI Wealth Advisors’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
-87
Closed -$24K 2613
2021
Q3
$24K Buy
87
+5
+6% +$1.38K ﹤0.01% 607
2021
Q2
$23K Hold
82
﹤0.01% 561
2021
Q1
$22K Buy
82
+25
+44% +$6.71K 0.01% 535
2020
Q4
$12K Hold
57
0.01% 591
2020
Q3
$10K Hold
57
﹤0.01% 579
2020
Q2
$9K Hold
57
﹤0.01% 600
2020
Q1
$7K Buy
57
+3
+6% +$368 ﹤0.01% 647
2019
Q4
$8K Hold
54
﹤0.01% 763
2019
Q3
$7K Hold
54
﹤0.01% 741
2019
Q2
$7K Hold
54
﹤0.01% 706
2019
Q1
$6K Hold
54
﹤0.01% 759
2018
Q4
$5K Buy
54
+4
+8% +$370 ﹤0.01% 784
2018
Q3
$6K Hold
50
﹤0.01% 760
2018
Q2
$5K Hold
50
﹤0.01% 799
2018
Q1
$5K Hold
50
﹤0.01% 751
2017
Q4
$5K Hold
50
﹤0.01% 806
2017
Q3
$5K Hold
50
﹤0.01% 753
2017
Q2
$5K Hold
50
﹤0.01% 774
2017
Q1
$4K Hold
50
﹤0.01% 802
2016
Q4
$4K Hold
50
﹤0.01% 864
2016
Q3
$5K Hold
50
﹤0.01% 747
2016
Q2
$5K Hold
50
﹤0.01% 735
2016
Q1
$4K Hold
50
﹤0.01% 798
2015
Q4
$4K Hold
50
﹤0.01% 768
2015
Q3
$5K Hold
50
﹤0.01% 648
2015
Q2
$5K Hold
50
﹤0.01% 663
2015
Q1
$5K Hold
50
﹤0.01% 587
2014
Q4
$6K Hold
50
﹤0.01% 538
2014
Q3
$6K Hold
50
﹤0.01% 546
2014
Q2
$5K Hold
50
﹤0.01% 608
2014
Q1
$5K Hold
50
﹤0.01% 573
2013
Q4
$6K Hold
50
﹤0.01% 526
2013
Q3
$5K Hold
50
﹤0.01% 499
2013
Q2
$5K Buy
+50
New +$5K ﹤0.01% 470