Freestone Capital Holdings’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 |
-1,271
| Closed | -$344K | – | 530 |
|
|
2021
Q3 | $344K | Buy |
1,271
+153
| +14% | +$41.4K | 0.02% | 327 |
|
|
2021
Q2 | $317K | Sell |
1,118
-546
| -33% | -$155K | 0.02% | 331 |
|
|
2021
Q1 | $439K | Buy |
1,664
+135
| +9% | +$35.6K | 0.02% | 279 |
|
|
2020
Q4 | $312K | Buy |
1,529
+148
| +11% | +$30.2K | 0.02% | 281 |
|
|
2020
Q3 | $250K | Buy |
+1,381
| New | +$250K | 0.02% | 295 |
|
|
2020
Q2 | – | Sell |
-3,424
| Closed | -$435 | – | 402 |
|
|
2020
Q1 | $435 | Buy |
+3,424
| New | +$435 | 0.01% | 264 |
|
|
2019
Q3 | – | Sell |
-3,249
| Closed | -$396 | – | 391 |
|
|
2019
Q2 | $396 | Buy |
+3,249
| New | +$396 | 0.01% | 298 |
|