Donor Advised Charitable Giving’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
-26,351
Closed -$7.47M 116
2021
Q2
$7.47M Sell
26,351
-14,633
-36% -$4.15M 0.84% 12
2021
Q1
$10.8M Buy
40,984
+11,759
+40% +$3.1M 1.11% 7
2020
Q4
$5.97M Buy
+29,225
New +$5.97M 0.81% 37