HC Financial 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 |
-521
| Closed | -$141K | – | 355 |
|
|
2021
Q3 | $141K | Hold |
521
| – | – | 0.08% | 89 |
|
|
2021
Q2 | $148K | Hold |
521
| – | – | 0.09% | 90 |
|
|
2021
Q1 | $138K | Hold |
521
| – | – | 0.08% | 89 |
|
|
2020
Q4 | $106K | Buy |
521
+189
| +57% | +$38.5K | 0.07% | 102 |
|
|
2020
Q3 | $60K | Buy |
+332
| New | +$60K | 0.04% | 108 |
|
|
2020
Q2 | – | Sell |
-169
| Closed | -$21K | – | 410 |
|
|
2020
Q1 | $21K | Buy |
+169
| New | +$21K | 0.02% | 173 |
|