FormulaFolio Investments’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 |
-3,562
| Closed | -$727K | – | 852 |
|
|
2020
Q4 | $727K | Buy |
3,562
+1,806
| +103% | +$369K | 0.02% | 376 |
|
|
2020
Q3 | $318K | Buy |
1,756
+77
| +5% | +$13.9K | 0.01% | 249 |
|
|
2020
Q2 | $251K | Hold |
1,679
| – | – | 0.01% | 252 |
|
|
2020
Q1 | $214K | Hold |
1,679
| – | – | 0.01% | 264 |
|
|
2019
Q4 | $257K | Sell |
1,679
-72
| -4% | -$11K | 0.01% | 326 |
|
|
2019
Q3 | $233K | Hold |
1,751
| – | – | 0.01% | 308 |
|
|
2019
Q2 | $213K | Buy |
+1,751
| New | +$213K | 0.01% | 300 |
|
|
2018
Q2 | – | Sell |
-9,274
| Closed | -$1.02M | – | 335 |
|
|
2018
Q1 | $1.02M | Buy |
+9,274
| New | +$1.02M | 0.06% | 105 |
|