Greenleaf Trust’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 |
-1,739
| Closed | -$471K | – | 789 |
|
|
2021
Q3 | $471K | Buy |
1,739
+31
| +2% | +$8.4K | 0.01% | 410 |
|
|
2021
Q2 | $484K | Buy |
1,708
+72
| +4% | +$20.4K | 0.01% | 397 |
|
|
2021
Q1 | $432K | Buy |
1,636
+419
| +34% | +$111K | 0.01% | 423 |
|
|
2020
Q4 | $248K | Buy |
1,217
+56
| +5% | +$11.4K | ﹤0.01% | 525 |
|
|
2020
Q3 | $210K | Buy |
+1,161
| New | +$210K | ﹤0.01% | 513 |
|
|
2020
Q2 | – | Sell |
-2,320
| Closed | -$295K | – | 601 |
|
|
2020
Q1 | $295K | Buy |
+2,320
| New | +$295K | 0.01% | 343 |
|