WealthTrust-Arizona’s Kansas City Southern KSU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-249
| Closed | -$26K | – | 739 |
|
|
2018
Q2 | $26K | Hold |
249
| – | – | 0.01% | 223 |
|
|
2018
Q1 | $27K | Sell |
249
-206
| -45% | -$22.3K | 0.01% | 237 |
|
|
2017
Q4 | $48K | Hold |
455
| – | – | 0.02% | 169 |
|
|
2017
Q3 | $49K | Hold |
455
| – | – | 0.02% | 165 |
|
|
2017
Q2 | $48K | Hold |
455
| – | – | 0.02% | 159 |
|
|
2017
Q1 | $39K | Buy |
+455
| New | +$39K | 0.02% | 181 |
|
|
2015
Q4 | – | Sell |
-32
| Closed | -$3K | – | 616 |
|
|
2015
Q3 | $3K | Hold |
32
| – | – | ﹤0.01% | 535 |
|
|
2015
Q2 | $3K | Hold |
32
| – | – | ﹤0.01% | 557 |
|
|
2015
Q1 | $3K | Hold |
32
| – | – | ﹤0.01% | 567 |
|
|
2014
Q4 | $4K | Sell |
32
-495
| -94% | -$61.9K | ﹤0.01% | 516 |
|
|
2014
Q3 | $64K | Sell |
527
-20
| -4% | -$2.43K | 0.07% | 132 |
|
|
2014
Q2 | $59K | Sell |
547
-7
| -1% | -$755 | 0.06% | 146 |
|
|
2014
Q1 | $57K | Buy |
554
+482
| +669% | +$49.6K | 0.06% | 145 |
|
|
2013
Q4 | $9K | Sell |
72
-6
| -8% | -$750 | 0.01% | 428 |
|
|
2013
Q3 | $9K | Hold |
78
| – | – | 0.01% | 400 |
|
|
2013
Q2 | $8K | Buy |
+78
| New | +$8K | 0.01% | 395 |
|