Godshalk Welsh Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-2,850
| Closed | -$213K | – | 142 |
|
|
2015
Q4 | $213K | Sell |
2,850
-400
| -12% | -$29.9K | 0.22% | 132 |
|
|
2015
Q3 | $295K | Sell |
3,250
-350
| -10% | -$31.8K | 0.32% | 111 |
|
|
2015
Q2 | $328K | Sell |
3,600
-475
| -12% | -$43.3K | 0.33% | 105 |
|
|
2015
Q1 | $416K | Buy |
4,075
+39
| +1% | +$3.98K | 0.43% | 90 |
|
|
2014
Q4 | $493K | Buy |
+4,036
| New | +$493K | 0.45% | 81 |
|