GHP Investment 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 |
-21,355
| Closed | -$5.78M | – | 326 |
|
|
2021
Q3 | $5.78M | Sell |
21,355
-598
| -3% | -$162K | 0.46% | 86 |
|
|
2021
Q2 | $6.22M | Buy |
21,953
+133
| +0.6% | +$37.7K | 0.5% | 72 |
|
|
2021
Q1 | $5.76M | Buy |
21,820
+1,050
| +5% | +$277K | 0.5% | 72 |
|
|
2020
Q4 | $4.24M | Buy |
20,770
+2,027
| +11% | +$414K | 0.4% | 91 |
|
|
2020
Q3 | $3.39M | Buy |
18,743
+1,131
| +6% | +$205K | 0.38% | 95 |
|
|
2020
Q2 | $2.63M | Buy |
17,612
+1,661
| +10% | +$248K | 0.33% | 107 |
|
|
2020
Q1 | $2.03M | Buy |
15,951
+565
| +4% | +$71.9K | 0.31% | 106 |
|
|
2019
Q4 | $2.36M | Buy |
15,386
+1,994
| +15% | +$305K | 0.25% | 125 |
|
|
2019
Q3 | $1.78M | Buy |
13,392
+1,445
| +12% | +$192K | 0.22% | 138 |
|
|
2019
Q2 | $1.46M | Buy |
11,947
+9,388
| +367% | +$1.14M | 0.18% | 159 |
|
|
2019
Q1 | $297K | Buy |
+2,559
| New | +$297K | 0.04% | 273 |
|