Checchi Capital Advisers’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 |
-1,010
| Closed | -$273K | – | 565 |
|
|
2021
Q3 | $273K | Buy |
1,010
+62
| +7% | +$16.8K | 0.03% | 389 |
|
|
2021
Q2 | $269K | Buy |
948
+12
| +1% | +$3.41K | 0.03% | 411 |
|
|
2021
Q1 | $247K | Sell |
936
-71
| -7% | -$18.7K | 0.02% | 420 |
|
|
2020
Q4 | $206K | Buy |
+1,007
| New | +$206K | 0.02% | 450 |
|
|
2016
Q3 | – | Sell |
-280
| Closed | -$25K | – | 1332 |
|
|
2016
Q2 | $25K | Sell |
280
-26
| -8% | -$2.32K | ﹤0.01% | 1112 |
|
|
2016
Q1 | $26K | Buy |
+306
| New | +$26K | 0.01% | 1030 |
|