V 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 |
-1,763
| Closed | -$477K | – | 494 |
|
|
2021
Q3 | $477K | Hold |
1,763
| – | – | 0.07% | 272 |
|
|
2021
Q2 | $499K | Buy |
1,763
+858
| +95% | +$243K | 0.08% | 274 |
|
|
2021
Q1 | $239K | Buy |
+905
| New | +$239K | 0.04% | 377 |
|
|
2018
Q4 | – | Sell |
-11,869
| Closed | -$1.35M | – | 236 |
|
|
2018
Q3 | $1.35M | Buy |
11,869
+75
| +0.6% | +$8.51K | 0.62% | 49 |
|
|
2018
Q2 | $1.28M | Buy |
11,794
+7,721
| +190% | +$838K | 0.72% | 42 |
|
|
2018
Q1 | $442K | Buy |
+4,073
| New | +$442K | 0.24% | 113 |
|
|
2017
Q3 | – | Sell |
-1,616
| Closed | -$169K | – | 763 |
|
|
2017
Q2 | $169K | Buy |
+1,616
| New | +$169K | 0.08% | 195 |
|