Wealthstreet Investment Advisors’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 |
-37,611
| Closed | -$9.93M | – | 353 |
|
|
2021
Q1 | $9.93M | Sell |
37,611
-2,300
| -6% | -$607K | 0.97% | 26 |
|
|
2020
Q4 | $8.15M | Sell |
39,911
-500
| -1% | -$102K | 0.82% | 28 |
|
|
2020
Q3 | $7.31M | Sell |
40,411
-1,000
| -2% | -$181K | 0.82% | 29 |
|
|
2020
Q2 | $6.18M | Hold |
41,411
| – | – | 0.76% | 35 |
|
|
2020
Q1 | $5.27M | Sell |
41,411
-100
| -0.2% | -$12.7K | 0.78% | 35 |
|
|
2019
Q4 | $6.36M | Hold |
41,511
| – | – | 0.74% | 37 |
|
|
2019
Q3 | $5.96M | Sell |
41,511
-9
| -0% | -$1.29K | 0.76% | 39 |
|
|
2019
Q2 | $5.06M | Sell |
41,520
-350
| -0.8% | -$42.6K | 0.65% | 41 |
|
|
2019
Q1 | $4.86M | Buy |
41,870
+450
| +1% | +$52.2K | 0.64% | 41 |
|
|
2018
Q4 | $4.53M | Hold |
41,420
| – | – | 0.64% | 43 |
|
|
2018
Q3 | $4.69M | Sell |
41,420
-450
| -1% | -$51K | 0.58% | 48 |
|
|
2018
Q2 | $4.44M | Sell |
41,870
-200
| -0.5% | -$21.2K | 0.59% | 48 |
|
|
2018
Q1 | $4.62M | Sell |
42,070
-100
| -0.2% | -$11K | 0.58% | 44 |
|
|
2017
Q4 | $4.44M | Buy |
+42,170
| New | +$4.44M | 0.54% | 55 |
|