Center for Financial Planning’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 |
-12
| Closed | -$3K | – | 578 |
|
|
2021
Q3 | $3K | Sell |
12
-21
| -64% | -$5.25K | ﹤0.01% | 443 |
|
|
2021
Q2 | $9K | Sell |
33
-1,000
| -97% | -$273K | ﹤0.01% | 381 |
|
|
2021
Q1 | $273K | Hold |
1,033
| – | – | 0.07% | 104 |
|
|
2020
Q4 | $211K | Sell |
1,033
-150
| -13% | -$30.6K | 0.06% | 113 |
|
|
2020
Q3 | $214K | Buy |
1,183
+3
| +0.3% | +$543 | 0.07% | 108 |
|
|
2020
Q2 | $176K | Buy |
1,180
+1,150
| +3,833% | +$172K | 0.06% | 116 |
|
|
2020
Q1 | $4K | Hold |
30
| – | – | ﹤0.01% | 449 |
|
|
2019
Q4 | $5K | Buy |
+30
| New | +$5K | ﹤0.01% | 378 |
|