WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-1,302
| Closed | -$112K | – | 1700 |
|
|
2017
Q1 | $112K | Buy |
1,302
+302
| +30% | +$26K | 0.03% | 458 |
|
|
2016
Q4 | $85K | Buy |
1,000
+600
| +150% | +$51K | 0.02% | 575 |
|
|
2016
Q3 | $37K | Hold |
400
| – | – | 0.01% | 781 |
|
|
2016
Q2 | $36K | Hold |
400
| – | – | 0.01% | 779 |
|
|
2016
Q1 | $34K | Hold |
400
| – | – | 0.01% | 768 |
|
|
2015
Q4 | $30K | Buy |
400
+200
| +100% | +$15K | 0.01% | 802 |
|
|
2015
Q3 | $18K | Buy |
+200
| New | +$18K | 0.01% | 938 |
|
|
2014
Q3 | – | Sell |
-80
| Closed | -$9K | – | 2162 |
|
|
2014
Q2 | $9K | Hold |
80
| – | – | ﹤0.01% | 1519 |
|
|
2014
Q1 | $8K | Sell |
80
-130
| -62% | -$13K | ﹤0.01% | 1522 |
|
|
2013
Q4 | $26K | Hold |
210
| – | – | ﹤0.01% | 1247 |
|
|
2013
Q3 | $23K | Hold |
210
| – | – | ﹤0.01% | 1227 |
|
|
2013
Q2 | $22K | Buy |
+210
| New | +$22K | ﹤0.01% | 1185 |
|