Garrison Point Advisors’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 |
-1,500
| Closed | -$406K | – | 157 |
|
|
2021
Q3 | $406K | Hold |
1,500
| – | – | 0.3% | 104 |
|
|
2021
Q2 | $425K | Hold |
1,500
| – | – | 0.31% | 98 |
|
|
2021
Q1 | $396K | Hold |
1,500
| – | – | 0.31% | 100 |
|
|
2020
Q4 | $306K | Hold |
1,500
| – | – | 0.25% | 108 |
|
|
2020
Q3 | $271K | Hold |
1,500
| – | – | 0.25% | 106 |
|
|
2020
Q2 | $224K | Buy |
+1,500
| New | +$224K | 0.22% | 113 |
|
|
2020
Q1 | – | Sell |
-1,500
| Closed | -$230K | – | 129 |
|
|
2019
Q4 | $230K | Buy |
+1,500
| New | +$230K | 0.21% | 118 |
|