Aviance Capital 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 | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-1,391
| Closed | -$147K | – | 236 |
|
2018
Q2 | $147K | Sell |
1,391
-16,408
| -92% | -$1.73M | 0.01% | 164 |
|
2018
Q1 | $1.96M | Buy |
17,799
+13,561
| +320% | +$1.49M | 0.15% | 88 |
|
2017
Q4 | $446K | Sell |
4,238
-182
| -4% | -$19.2K | 0.03% | 151 |
|
2017
Q3 | $480K | Buy |
4,420
+1,587
| +56% | +$172K | 0.03% | 146 |
|
2017
Q2 | $296K | Buy |
+2,833
| New | +$296K | 0.02% | 162 |
|
2017
Q1 | – | Sell |
-5,306
| Closed | -$450K | – | 215 |
|
2016
Q4 | $450K | Sell |
5,306
-1,596
| -23% | -$135K | 0.02% | 163 |
|
2016
Q3 | $644K | Sell |
6,902
-856
| -11% | -$79.9K | 0.02% | 247 |
|
2016
Q2 | $699K | Sell |
7,758
-517
| -6% | -$46.6K | 0.02% | 231 |
|
2016
Q1 | $708K | Buy |
8,275
+1,785
| +28% | +$153K | 0.02% | 207 |
|
2015
Q4 | $484K | Buy |
+6,490
| New | +$484K | 0.02% | 222 |
|
2014
Q1 | – | Sell |
-315
| Closed | -$39K | – | 429 |
|
2013
Q4 | $39K | Sell |
315
-47
| -13% | -$5.82K | 0.02% | 237 |
|
2013
Q3 | $40K | Buy |
+362
| New | +$40K | 0.02% | 222 |
|