Atlas Capital 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
Q4 | – | Sell |
-1,026
| Closed | -$278K | – | 972 |
|
|
2021
Q3 | $278K | Hold |
1,026
| – | – | 0.04% | 298 |
|
|
2021
Q2 | $291K | Hold |
1,026
| – | – | 0.05% | 303 |
|
|
2021
Q1 | $271K | Hold |
1,026
| – | – | 0.05% | 289 |
|
|
2020
Q4 | $209K | Sell |
1,026
-1,027
| -50% | -$210K | 0.04% | 299 |
|
|
2020
Q3 | $371K | Hold |
2,053
| – | – | 0.09% | 220 |
|
|
2020
Q2 | $306K | Buy |
2,053
+1,916
| +1,399% | +$286K | 0.07% | 245 |
|
|
2020
Q1 | $17.4K | Hold |
137
| – | – | 0.01% | 535 |
|
|
2019
Q4 | $21K | Sell |
137
-51
| -27% | -$7.81K | 0.01% | 542 |
|
|
2019
Q3 | $25K | Sell |
188
-193
| -51% | -$25.7K | 0.01% | 513 |
|
|
2019
Q2 | $46.4K | Buy |
+381
| New | +$46.4K | 0.02% | 482 |
|