Berkeley Inc’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 |
-1,001
| Closed | -$271K | – | 94 |
|
|
2021
Q3 | $271K | Sell |
1,001
-2,873
| -74% | -$777K | 0.2% | 73 |
|
|
2021
Q2 | $1.1M | Sell |
3,874
-3,112
| -45% | -$882K | 0.79% | 35 |
|
|
2021
Q1 | $1.84M | Sell |
6,986
-9,977
| -59% | -$2.63M | 1.37% | 24 |
|
|
2020
Q4 | $3.46M | Buy |
+16,963
| New | +$3.46M | 2.8% | 12 |
|