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 |
|