Geneva Partners’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 |
-2,000
| Closed | -$425K | – | 112 |
|
|
2021
Q3 | $425K | Hold |
2,000
| – | – | 0.2% | 70 |
|
|
2021
Q2 | $567K | Hold |
2,000
| – | – | 0.26% | 70 |
|
|
2021
Q1 | $528K | Hold |
2,000
| – | – | 0.27% | 63 |
|
|
2020
Q4 | $408K | Sell |
2,000
-1,085
| -35% | -$221K | 0.22% | 79 |
|
|
2020
Q3 | $558K | Buy |
+3,085
| New | +$558K | 0.34% | 55 |
|