Andesa Financial Management’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 |
-1,441
| Closed | -$380K | – | 157 |
|
|
2021
Q1 | $380K | Buy |
+1,441
| New | +$380K | 0.12% | 106 |
|
|
2020
Q4 | – | Sell |
-3,002
| Closed | -$543K | – | 137 |
|
|
2020
Q3 | $543K | Buy |
3,002
+1,507
| +101% | +$273K | 0.22% | 79 |
|
|
2020
Q2 | $224K | Buy |
+1,495
| New | +$224K | 0.2% | 105 |
|
|
2020
Q1 | – | Sell |
-1,708
| Closed | -$261K | – | 113 |
|
|
2019
Q4 | $261K | Sell |
1,708
-302
| -15% | -$46.1K | 0.23% | 85 |
|
|
2019
Q3 | $267K | Buy |
2,010
+38
| +2% | +$5.05K | 0.26% | 85 |
|
|
2019
Q2 | $240K | Sell |
1,972
-1,942
| -50% | -$236K | 0.23% | 93 |
|
|
2019
Q1 | $452K | Buy |
+3,914
| New | +$452K | 0.22% | 99 |
|