Ullmann Wealth Partners Group’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 |
-2,492
| Closed | -$674K | – | 92 |
|
|
2021
Q3 | $674K | Hold |
2,492
| – | – | 0.27% | 38 |
|
|
2021
Q2 | $706K | Hold |
2,492
| – | – | 0.29% | 39 |
|
|
2021
Q1 | $658K | Hold |
2,492
| – | – | 0.29% | 38 |
|
|
2020
Q4 | $509K | Sell |
2,492
-2,200
| -47% | -$449K | 0.25% | 39 |
|
|
2020
Q3 | $848K | Buy |
+4,692
| New | +$848K | 0.49% | 29 |
|