Tower View 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 |
-16,174
| Closed | -$4.38M | – | 230 |
|
|
2021
Q3 | $4.38M | Sell |
16,174
-127
| -0.8% | -$34.4K | 2.43% | 12 |
|
|
2021
Q2 | $4.62M | Sell |
16,301
-2,919
| -15% | -$827K | 2.34% | 11 |
|
|
2021
Q1 | $5.07M | Sell |
19,220
-330
| -2% | -$87.1K | 2.78% | 2 |
|
|
2020
Q4 | $3.99M | Buy |
19,550
+453
| +2% | +$92.5K | 2.27% | 13 |
|
|
2020
Q3 | $3.45M | Buy |
19,097
+62
| +0.3% | +$11.2K | 2.25% | 16 |
|
|
2020
Q2 | $2.84M | Buy |
19,035
+453
| +2% | +$67.6K | 2.08% | 18 |
|
|
2020
Q1 | $2.36M | Sell |
18,582
-161
| -0.9% | -$20.5K | 2.13% | 20 |
|
|
2019
Q4 | $2.87M | Sell |
18,743
-2,629
| -12% | -$403K | 2.17% | 16 |
|
|
2019
Q3 | $2.84M | Buy |
21,372
+153
| +0.7% | +$20.4K | 2.35% | 12 |
|
|
2019
Q2 | $2.59M | Sell |
21,219
-508
| -2% | -$61.9K | 2.21% | 17 |
|
|
2019
Q1 | $2.52M | Buy |
21,727
+608
| +3% | +$70.5K | 2.24% | 19 |
|
|
2018
Q4 | $2.02M | Buy |
21,119
+4,338
| +26% | +$414K | 2.08% | 23 |
|
|
2018
Q3 | $1.9M | Buy |
16,781
+85
| +0.5% | +$9.63K | 1.66% | 23 |
|
|
2018
Q2 | $1.77M | Buy |
16,696
+147
| +0.9% | +$15.6K | 1.67% | 26 |
|
|
2018
Q1 | $1.82M | Buy |
16,549
+310
| +2% | +$34.1K | 1.82% | 21 |
|
|
2017
Q4 | $1.71M | Buy |
+16,239
| New | +$1.71M | 1.58% | 28 |
|