Cornerstone Wealth Management’s Kansas City Southern KSU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-564,442
| Closed | -$5.42M | – | 1226 |
|
|
2018
Q3 | $5.42M | Buy |
564,442
+431,931
| +326% | +$4.15M | 0.07% | 276 |
|
|
2018
Q2 | $1.24M | Buy |
+132,511
| New | +$1.24M | 0.01% | 690 |
|
|
2018
Q1 | – | Sell |
-5,414
| Closed | -$597K | – | 425 |
|
|
2017
Q4 | $597K | Sell |
5,414
-5
| -0.1% | -$551 | 0.11% | 180 |
|
|
2017
Q3 | $567K | Buy |
+5,419
| New | +$567K | 0.12% | 178 |
|