Wealthspire Advisors (Maryland)’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
Q3 | $299K | Buy |
+1,652
| New | +$299K | 0.01% | 345 |
|
|
2019
Q2 | – | Sell |
-247
| Closed | -$29K | – | 2366 |
|
|
2019
Q1 | $29K | Sell |
247
-4
| -2% | -$470 | ﹤0.01% | 1130 |
|
|
2018
Q4 | $24K | Buy |
251
+42
| +20% | +$4.02K | ﹤0.01% | 1131 |
|
|
2018
Q3 | $24K | Buy |
209
+14
| +7% | +$1.61K | ﹤0.01% | 1238 |
|
|
2018
Q2 | $21K | Sell |
195
-9
| -4% | -$969 | ﹤0.01% | 1303 |
|
|
2018
Q1 | $22K | Sell |
204
-1
| -0.5% | -$108 | ﹤0.01% | 1270 |
|
|
2017
Q4 | $22K | Sell |
205
-29
| -12% | -$3.11K | ﹤0.01% | 1303 |
|
|
2017
Q3 | $25K | Sell |
234
-4
| -2% | -$427 | ﹤0.01% | 1225 |
|
|
2017
Q2 | $25K | Buy |
238
+183
| +333% | +$19.2K | ﹤0.01% | 1189 |
|
|
2017
Q1 | $5K | Buy |
55
+14
| +34% | +$1.27K | ﹤0.01% | 1540 |
|
|
2016
Q4 | $3K | Sell |
41
-330
| -89% | -$24.1K | ﹤0.01% | 1511 |
|
|
2016
Q3 | $35K | Buy |
371
+336
| +960% | +$31.7K | 0.01% | 886 |
|
|
2016
Q2 | $3K | Buy |
35
+5
| +17% | +$429 | ﹤0.01% | 1465 |
|
|
2016
Q1 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 1481 |
|