WBH Advisory’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 |
-1,301
| Closed | -$352K | – | 317 |
|
|
2021
Q3 | $352K | Hold |
1,301
| – | – | 0.05% | 232 |
|
|
2021
Q2 | $348K | Sell |
1,301
-24
| -2% | -$6.42K | 0.05% | 211 |
|
|
2021
Q1 | $350K | Sell |
1,325
-45
| -3% | -$11.9K | 0.06% | 209 |
|
|
2020
Q4 | $295K | Buy |
1,370
+51
| +4% | +$11K | 0.05% | 217 |
|
|
2020
Q3 | $238K | Buy |
+1,319
| New | +$238K | 0.05% | 225 |
|
|
2020
Q1 | – | Sell |
-1,307
| Closed | -$200K | – | 251 |
|
|
2019
Q4 | $200K | Buy |
+1,307
| New | +$200K | 0.04% | 240 |
|