EWM
KSU
Evercore Wealth Management’s Kansas City Southern KSU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-200
| Closed | -$21K | – | 853 |
|
|
2017
Q4 | $21K | Hold |
200
| – | – | ﹤0.01% | 726 |
|
|
2017
Q3 | $22K | Hold |
200
| – | – | ﹤0.01% | 702 |
|
|
2017
Q2 | $21K | Hold |
200
| – | – | ﹤0.01% | 715 |
|
|
2017
Q1 | $17K | Sell |
200
-300
| -60% | -$25.5K | ﹤0.01% | 778 |
|
|
2016
Q4 | $42K | Sell |
500
-372
| -43% | -$31.2K | ﹤0.01% | 638 |
|
|
2016
Q3 | $81K | Buy |
872
+65
| +8% | +$6.04K | ﹤0.01% | 517 |
|
|
2016
Q2 | $73K | Sell |
807
-125
| -13% | -$11.3K | ﹤0.01% | 510 |
|
|
2016
Q1 | $80K | Buy |
932
+327
| +54% | +$28.1K | ﹤0.01% | 493 |
|
|
2015
Q4 | $45K | Buy |
605
+305
| +102% | +$22.7K | ﹤0.01% | 613 |
|
|
2015
Q3 | $27K | Sell |
300
-1,500
| -83% | -$135K | ﹤0.01% | 684 |
|
|
2015
Q2 | $164K | Hold |
1,800
| – | – | 0.01% | 453 |
|
|
2015
Q1 | $184K | Hold |
1,800
| – | – | 0.01% | 433 |
|
|
2014
Q4 | $220K | Sell |
1,800
-200
| -10% | -$24.4K | 0.01% | 345 |
|
|
2014
Q3 | $242K | Sell |
2,000
-408
| -17% | -$49.4K | 0.01% | 364 |
|
|
2014
Q2 | $259K | Sell |
2,408
-800
| -25% | -$86K | 0.01% | 355 |
|
|
2014
Q1 | $328K | Sell |
3,208
-1,548
| -33% | -$158K | 0.02% | 310 |
|
|
2013
Q4 | $589K | Sell |
4,756
-18,990
| -80% | -$2.35M | 0.03% | 243 |
|
|
2013
Q3 | $2.6M | Buy |
23,746
+686
| +3% | +$75K | 0.15% | 144 |
|
|
2013
Q2 | $2.44M | Buy |
+23,060
| New | +$2.44M | 0.14% | 145 |
|