Boston Family Office’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 |
-898
| Closed | -$243K | – | 288 |
|
|
2021
Q3 | $243K | Hold |
898
| – | – | 0.02% | 256 |
|
|
2021
Q2 | $254K | Hold |
898
| – | – | 0.02% | 251 |
|
|
2021
Q1 | $237K | Buy |
+898
| New | +$237K | 0.02% | 250 |
|
|
2015
Q4 | – | Sell |
-3,810
| Closed | -$346K | – | 240 |
|
|
2015
Q3 | $346K | Hold |
3,810
| – | – | 0.05% | 198 |
|
|
2015
Q2 | $347K | Sell |
3,810
-3,150
| -45% | -$287K | 0.04% | 215 |
|
|
2015
Q1 | $710K | Buy |
6,960
+4,625
| +198% | +$472K | 0.09% | 174 |
|
|
2014
Q4 | $285K | Buy |
+2,335
| New | +$285K | 0.04% | 232 |
|