FDx Advisors’s Kansas City Southern KSU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-1,693
| Closed | -$259K | – | 639 |
|
2019
Q4 | $259K | Buy |
+1,693
| New | +$259K | 0.01% | 530 |
|
2019
Q3 | – | Sell |
-1,891
| Closed | -$230K | – | 844 |
|
2019
Q2 | $230K | Buy |
+1,891
| New | +$230K | 0.01% | 725 |
|
2016
Q2 | – | Sell |
-14,916
| Closed | -$1.28M | – | 954 |
|
2016
Q1 | $1.28M | Buy |
14,916
+2,604
| +21% | +$223K | 0.06% | 299 |
|
2015
Q4 | $919K | Buy |
12,312
+2,513
| +26% | +$188K | 0.04% | 372 |
|
2015
Q3 | $891K | Sell |
9,799
-925
| -9% | -$84.1K | 0.08% | 278 |
|
2015
Q2 | $978K | Sell |
10,724
-176
| -2% | -$16.1K | 0.05% | 345 |
|
2015
Q1 | $1.11M | Buy |
10,900
+8,592
| +372% | +$875K | 0.02% | 556 |
|
2014
Q4 | $282K | Buy |
+2,308
| New | +$282K | 0.02% | 741 |
|