Cascade Investment Advisors’s Kansas City Southern KSU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-8,617
| Closed | -$1.56M | – | 264 |
|
|
2020
Q3 | $1.56M | Buy |
8,617
+8,187
| +1,904% | +$1.48M | 1.32% | 13 |
|
|
2020
Q2 | $6.98K | Sell |
430
-8,447
| -95% | -$137K | 0.01% | 230 |
|
|
2020
Q1 | $1.13M | Sell |
8,877
-160
| -2% | -$20.3K | 1.24% | 21 |
|
|
2019
Q4 | $1.38M | Sell |
9,037
-368
| -4% | -$56.4K | 1.06% | 34 |
|
|
2019
Q3 | $1.25M | Buy |
9,405
+1,455
| +18% | +$194K | 0.97% | 39 |
|
|
2019
Q2 | $968K | Buy |
7,950
+500
| +7% | +$60.9K | 0.82% | 64 |
|
|
2019
Q1 | $864K | Buy |
+7,450
| New | +$864K | 0.77% | 71 |
|