Brinker Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,947
| Closed | -$552K | – | 1460 |
|
|
2021
Q3 | $552K | Hold |
1,947
| – | – | 0.01% | 949 |
|
|
2021
Q2 | $552K | Buy |
1,947
+50
| +3% | +$14.2K | 0.01% | 1002 |
|
|
2021
Q1 | $501K | Sell |
1,897
-3,531
| -65% | -$933K | 0.01% | 905 |
|
|
2020
Q4 | $1.11M | Buy |
5,428
+2,542
| +88% | +$519K | 0.02% | 665 |
|
|
2020
Q3 | $522K | Buy |
+2,886
| New | +$522K | 0.01% | 899 |
|