Atria Investments’s Kansas City Southern KSU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,209
| Closed | -$1.1M | – | 1259 |
|
|
2019
Q4 | $1.1M | Buy |
+7,209
| New | +$1.1M | 0.03% | 491 |
|
|
2019
Q1 | – | Sell |
-7,581
| Closed | -$724K | – | 1050 |
|
|
2018
Q4 | $724K | Buy |
7,581
+2,763
| +57% | +$264K | 0.03% | 392 |
|
|
2018
Q3 | $546K | Buy |
4,818
+285
| +6% | +$32.3K | 0.02% | 567 |
|
|
2018
Q2 | $480K | Sell |
4,533
-1,128
| -20% | -$119K | 0.02% | 588 |
|
|
2018
Q1 | $622K | Sell |
5,661
-1,659
| -23% | -$182K | 0.03% | 464 |
|
|
2017
Q4 | $770K | Buy |
7,320
+359
| +5% | +$37.8K | 0.04% | 390 |
|
|
2017
Q3 | $757K | Sell |
6,961
-155
| -2% | -$16.9K | 0.04% | 372 |
|
|
2017
Q2 | $745K | Buy |
7,116
+1,601
| +29% | +$168K | 0.05% | 346 |
|
|
2017
Q1 | $473K | Buy |
5,515
+3,104
| +129% | +$266K | 0.03% | 407 |
|
|
2016
Q4 | $205K | Buy |
+2,411
| New | +$205K | 0.02% | 599 |
|