Fortem Financial Group’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
Q4 | – | Sell |
-3,862
| Closed | -$1.05M | – | 182 |
|
2021
Q3 | $1.05M | Buy |
3,862
+17
| +0.4% | +$4.6K | 0.53% | 66 |
|
2021
Q2 | $1.09M | Buy |
3,845
+341
| +10% | +$96.7K | 0.55% | 69 |
|
2021
Q1 | $925K | Sell |
3,504
-76
| -2% | -$20.1K | 0.54% | 70 |
|
2020
Q4 | $731K | Sell |
3,580
-70
| -2% | -$14.3K | 0.44% | 77 |
|
2020
Q3 | $660K | Buy |
+3,650
| New | +$660K | 0.48% | 76 |
|