Venturi 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
Q1 | – | Sell |
-2,700
| Closed | -$551K | – | 341 |
|
|
2020
Q4 | $551K | Buy |
+2,700
| New | +$551K | 0.06% | 211 |
|
|
2020
Q3 | – | Sell |
-2,705
| Closed | -$404K | – | 297 |
|
|
2020
Q2 | $404K | Buy |
+2,705
| New | +$404K | 0.05% | 204 |
|
|
2020
Q1 | – | Sell |
-2,743
| Closed | -$420K | – | 278 |
|
|
2019
Q4 | $420K | Hold |
2,743
| – | – | 0.05% | 162 |
|
|
2019
Q3 | $365K | Buy |
2,743
+43
| +2% | +$5.72K | 0.05% | 174 |
|
|
2019
Q2 | $329K | Sell |
2,700
-2,500
| -48% | -$305K | 0.04% | 190 |
|
|
2019
Q1 | $612K | Buy |
5,200
+1,000
| +24% | +$118K | 0.08% | 129 |
|
|
2018
Q4 | $390K | Buy |
+4,200
| New | +$390K | 0.06% | 160 |
|