Crystal Rock Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-25,142
| Closed | -$3.07M | – | 31 |
|
|
2014
Q4 | $3.07M | Sell |
25,142
-1,860
| -7% | -$227K | 2.17% | 20 |
|
|
2014
Q3 | $3.27M | Sell |
27,002
-4,025
| -13% | -$488K | 2.46% | 20 |
|
|
2014
Q2 | $3.34M | Sell |
31,027
-4,110
| -12% | -$442K | 2.35% | 20 |
|
|
2014
Q1 | $3.59M | Sell |
35,137
-904
| -3% | -$92.3K | 2.16% | 20 |
|
|
2013
Q4 | $4.46M | Hold |
36,041
| – | – | 2.65% | 19 |
|
|
2013
Q3 | $3.94M | Hold |
36,041
| – | – | 2.54% | 21 |
|
|
2013
Q2 | $3.82M | Buy |
+36,041
| New | +$3.82M | 2.64% | 20 |
|