EFS
KSU
Essex Financial Services’s Kansas City Southern KSU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,225
| Closed | -$332K | – | 516 |
|
|
2021
Q3 | $332K | Sell |
1,225
-78
| -6% | -$21.1K | 0.04% | 328 |
|
|
2021
Q2 | $344K | Hold |
1,303
| – | – | 0.05% | 295 |
|
|
2021
Q1 | $344K | Buy |
+1,303
| New | +$344K | 0.06% | 240 |
|
|
2014
Q1 | – | Sell |
-2,100
| Closed | -$260K | – | 299 |
|
|
2013
Q4 | $260K | Hold |
2,100
| – | – | 0.09% | 226 |
|
|
2013
Q3 | $230 | Buy |
2,100
+150
| +8% | +$16 | 0.07% | 227 |
|
|
2013
Q2 | $207K | Buy |
+1,950
| New | +$207K | 0.07% | 245 |
|