Wealthcare Advisory Partners’s Kansas City Southern KSU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-60
| Closed | -$9K | – | 1618 |
|
|
2019
Q4 | $9K | Hold |
60
| – | – | ﹤0.01% | 990 |
|
|
2019
Q3 | $8K | Sell |
60
-317
| -84% | -$42.3K | ﹤0.01% | 988 |
|
|
2019
Q2 | $46K | Buy |
377
+17
| +5% | +$2.07K | 0.01% | 529 |
|
|
2019
Q1 | $42K | Sell |
360
-30
| -8% | -$3.5K | 0.01% | 510 |
|
|
2018
Q4 | $37K | Hold |
390
| – | – | 0.01% | 496 |
|
|
2018
Q3 | $44K | Sell |
390
-50
| -11% | -$5.64K | 0.01% | 501 |
|
|
2018
Q2 | $47K | Buy |
+440
| New | +$47K | 0.01% | 478 |
|
|
2018
Q1 | – | Sell |
-12
| Closed | -$1K | – | 1289 |
|
|
2017
Q4 | $1K | Sell |
12
-194
| -94% | -$16.2K | ﹤0.01% | 1047 |
|
|
2017
Q3 | $22K | Buy |
+206
| New | +$22K | 0.01% | 420 |
|