Fulcrum 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Hold |
0
| – | -$1.15M | – | 214 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 56 |
|
|
2021
Q2 | – | Hold |
0
| – | -$1.01M | – | 216 |
|
|
2021
Q1 | – | Hold |
0
| – | -$334K | – | 42 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 135 |
|
|
2020
Q3 | – | Sell |
-2,091
| Closed | -$334K | – | 201 |
|
|
2020
Q2 | $334K | Buy |
+2,091
| New | +$334K | 0.11% | 137 |
|