Wealthfront Advisers’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 |
-6,045
| Closed | -$1.64M | – | 780 |
|
2021
Q3 | $1.64M | Buy |
6,045
+259
| +4% | +$70.1K | 0.01% | 386 |
|
2021
Q2 | $1.64M | Buy |
5,786
+237
| +4% | +$67.2K | 0.01% | 338 |
|
2021
Q1 | $1.46M | Buy |
5,549
+236
| +4% | +$62.3K | 0.01% | 326 |
|
2020
Q4 | $1.08M | Buy |
5,313
+92
| +2% | +$18.8K | 0.01% | 347 |
|
2020
Q3 | $944K | Sell |
5,221
-103
| -2% | -$18.6K | 0.01% | 333 |
|
2020
Q2 | $795K | Sell |
5,324
-4,221
| -44% | -$630K | 0.01% | 349 |
|
2020
Q1 | $1.21M | Buy |
9,545
+6,128
| +179% | +$779K | 0.01% | 231 |
|
2019
Q4 | $523K | Buy |
3,417
+300
| +10% | +$45.9K | ﹤0.01% | 403 |
|
2019
Q3 | $415K | Buy |
3,117
+458
| +17% | +$61K | ﹤0.01% | 396 |
|
2019
Q2 | $324K | Buy |
2,659
+359
| +16% | +$43.7K | ﹤0.01% | 428 |
|
2019
Q1 | $267K | Buy |
2,300
+50
| +2% | +$5.8K | ﹤0.01% | 441 |
|
2018
Q4 | $215K | Buy |
+2,250
| New | +$215K | ﹤0.01% | 430 |
|