Deane Retirement Strategies’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
Q1 | – | Sell |
-8,998
| Closed | -$1.84M | – | 86 |
|
2020
Q4 | $1.84M | Buy |
+8,998
| New | +$1.84M | 1.12% | 25 |
|
2018
Q1 | – | Sell |
-12,188
| Closed | -$1.28M | – | 70 |
|
2017
Q4 | $1.28M | Sell |
12,188
-312
| -2% | -$32.8K | 1.19% | 39 |
|
2017
Q3 | $1.36M | Sell |
12,500
-222
| -2% | -$24.1K | 1.31% | 33 |
|
2017
Q2 | $1.33M | Buy |
+12,722
| New | +$1.33M | 1.07% | 36 |
|