Wealthspire Advisors (New York)’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
Q2 | – | Sell |
-2,059
| Closed | -$543K | – | 710 |
|
|
2021
Q1 | $543K | Buy |
2,059
+108
| +6% | +$28.5K | 0.01% | 373 |
|
|
2020
Q4 | $398K | Buy |
1,951
+549
| +39% | +$112K | 0.01% | 351 |
|
|
2020
Q3 | $254K | Sell |
1,402
-68
| -5% | -$12.3K | 0.02% | 257 |
|
|
2020
Q2 | $219K | Sell |
1,470
-223
| -13% | -$33.2K | 0.02% | 248 |
|
|
2020
Q1 | $215K | Buy |
+1,693
| New | +$215K | 0.01% | 469 |
|
|
2019
Q1 | – | Sell |
-50
| Closed | -$5K | – | 880 |
|
|
2018
Q4 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 666 |
|