Wealthstreet Investment Advisors’s Kansas City Southern KSU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-37,611	Closed	-$9.93M	–	353
2021 Q1	$9.93M	Sell	37,611 -2,300	-6%	-$500K	0.97%	26
2020 Q4	$8.15M	Sell	39,911 -500	-1%	-$93.9K	0.82%	28
2020 Q3	$7.31M	Sell	40,411 -1,000	-2%	-$173K	0.82%	29
2020 Q2	$6.18M	Hold	41,411	–	–	0.76%	35
2020 Q1	$5.27M	Sell	41,411 -100	-0.2%	-$15.3K	0.78%	35
2019 Q4	$6.36M	Hold	41,511	–	–	0.74%	37
2019 Q3	$5.96M	Sell	41,511 -9	-0%	-$1.12K	0.76%	39
2019 Q2	$5.06M	Sell	41,520 -350	-0.8%	-$41.9K	0.65%	41
2019 Q1	$4.86M	Buy	41,870 +450	+1%	+$48.6K	0.64%	41
2018 Q4	$4.53M	Hold	41,420	–	–	0.64%	43
2018 Q3	$4.69M	Sell	41,420 -450	-1%	-$51.3K	0.58%	48
2018 Q2	$4.44M	Sell	41,870 -200	-0.5%	-$21.8K	0.59%	48
2018 Q1	$4.62M	Sell	42,070 -100	-0.2%	-$10.8K	0.58%	44
2017 Q4	$4.44M	Buy	+42,170	New	+$4.5M	0.54%	55