Fortaleza Asset Management’s Kansas City Southern KSU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-10,610
| Closed | -$1.3M | – | 228 |
|
|
2014
Q4 | $1.3M | Buy |
+10,610
| New | +$1.3M | 0.59% | 59 |
|
|
2014
Q1 | – | Sell |
-40
| Closed | -$5K | – | 231 |
|
|
2013
Q4 | $5K | Hold |
40
| – | – | ﹤0.01% | 176 |
|
|
2013
Q3 | $4K | Hold |
40
| – | – | ﹤0.01% | 181 |
|
|
2013
Q2 | $4K | Buy |
+40
| New | +$4K | ﹤0.01% | 172 |
|