D.B. Root & Company’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
Q3 | – | Sell |
-2,708
| Closed | -$767K | – | 204 |
|
|
2021
Q2 | $767K | Sell |
2,708
-1,056
| -28% | -$299K | 0.29% | 97 |
|
|
2021
Q1 | $993K | Buy |
3,764
+1,353
| +56% | +$357K | 0.39% | 63 |
|
|
2020
Q4 | $492K | Buy |
2,411
+201
| +9% | +$41K | 0.2% | 130 |
|
|
2020
Q3 | $399K | Sell |
2,210
-50
| -2% | -$9.03K | 0.16% | 147 |
|
|
2020
Q2 | $337K | Buy |
+2,260
| New | +$337K | 0.15% | 162 |
|