Harrell Investment 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 |
-1,684
| Closed | -$456K | – | 105 |
|
|
2021
Q3 | $456K | Sell |
1,684
-720
| -30% | -$195K | 0.15% | 81 |
|
|
2021
Q2 | $681K | Sell |
2,404
-6,014
| -71% | -$1.7M | 0.22% | 73 |
|
|
2021
Q1 | $2.22M | Sell |
8,418
-1,100
| -12% | -$290K | 0.79% | 46 |
|
|
2020
Q4 | $1.94M | Sell |
9,518
-2,196
| -19% | -$448K | 0.75% | 46 |
|
|
2020
Q3 | $2.12M | Buy |
11,714
+635
| +6% | +$115K | 0.92% | 44 |
|
|
2020
Q2 | $1.65M | Buy |
+11,079
| New | +$1.65M | 0.84% | 43 |
|
|
2020
Q1 | – | Sell |
-10,976
| Closed | -$1.68M | – | 91 |
|
|
2019
Q4 | $1.68M | Buy |
+10,976
| New | +$1.68M | 0.77% | 44 |
|