Cerity Partners’s Kansas City Southern KSU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,803
| Closed | -$209K | – | 597 |
|
|
2019
Q1 | $209K | Sell |
1,803
-823
| -31% | -$95.4K | 0.01% | 496 |
|
|
2018
Q4 | $251K | Sell |
2,626
-2,522
| -49% | -$241K | 0.02% | 437 |
|
|
2018
Q3 | $583K | Sell |
5,148
-166
| -3% | -$18.8K | 0.04% | 308 |
|
|
2018
Q2 | $563K | Sell |
5,314
-1,609
| -23% | -$170K | 0.04% | 313 |
|
|
2018
Q1 | $760K | Buy |
+6,923
| New | +$760K | 0.06% | 268 |
|