Atwood & Palmer’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 |
-500
| Closed | -$135K | – | 469 |
|
|
2021
Q3 | $135K | Hold |
500
| – | – | 0.01% | 164 |
|
|
2021
Q2 | $142K | Sell |
500
-500
| -50% | -$142K | 0.01% | 165 |
|
|
2021
Q1 | $264K | Hold |
1,000
| – | – | 0.03% | 131 |
|
|
2020
Q4 | $204K | Hold |
1,000
| – | – | 0.02% | 137 |
|
|
2020
Q3 | $181K | Hold |
1,000
| – | – | 0.02% | 134 |
|
|
2020
Q2 | $149K | Hold |
1,000
| – | – | 0.02% | 139 |
|
|
2020
Q1 | $127K | Buy |
+1,000
| New | +$127K | 0.02% | 138 |
|
|
2019
Q3 | – | Sell |
-57
| Closed | -$7K | – | 317 |
|
|
2019
Q2 | $7K | Hold |
57
| – | – | ﹤0.01% | 262 |
|
|
2019
Q1 | $7K | Hold |
57
| – | – | ﹤0.01% | 275 |
|
|
2018
Q4 | $5K | Hold |
57
| – | – | ﹤0.01% | 282 |
|
|
2018
Q3 | $6K | Buy |
+57
| New | +$6K | ﹤0.01% | 278 |
|
|
2017
Q3 | – | Sell |
-32
| Closed | -$3K | – | 323 |
|
|
2017
Q2 | $3K | Hold |
32
| – | – | ﹤0.01% | 297 |
|
|
2017
Q1 | $3K | Buy |
+32
| New | +$3K | ﹤0.01% | 278 |
|
|
2016
Q1 | – | Sell |
-67
| Closed | -$5K | – | 406 |
|
|
2015
Q4 | $5K | Hold |
67
| – | – | ﹤0.01% | 361 |
|
|
2015
Q3 | $6K | Hold |
67
| – | – | ﹤0.01% | 377 |
|
|
2015
Q2 | $6K | Sell |
67
-100
| -60% | -$8.96K | ﹤0.01% | 326 |
|
|
2015
Q1 | $17K | Hold |
167
| – | – | ﹤0.01% | 246 |
|
|
2014
Q4 | $21K | Hold |
167
| – | – | ﹤0.01% | 250 |
|
|
2014
Q3 | $20K | Buy |
167
+67
| +67% | +$8.02K | ﹤0.01% | 258 |
|
|
2014
Q2 | $11K | Buy |
+100
| New | +$11K | ﹤0.01% | 265 |
|