HighPoint Advisor Group’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
Q3 | $697K | Buy |
2,577
+941
| +58% | +$255K | 0.07% | 235 |
|
|
2021
Q2 | $463K | Buy |
1,636
+174
| +12% | +$49.2K | 0.05% | 318 |
|
|
2021
Q1 | $383K | Buy |
1,462
+352
| +32% | +$92.2K | 0.04% | 322 |
|
|
2020
Q4 | $225K | Buy |
+1,110
| New | +$225K | 0.03% | 408 |
|
|
2019
Q4 | – | Sell |
-979
| Closed | -$150K | – | 485 |
|
|
2019
Q3 | $150K | Hold |
979
| – | – | 0.03% | 365 |
|
|
2019
Q2 | $122K | Buy |
+979
| New | +$122K | 0.03% | 410 |
|
|
2018
Q4 | – | Sell |
-2,335
| Closed | -$246K | – | 361 |
|
|
2018
Q3 | $246K | Buy |
+2,335
| New | +$246K | 0.07% | 265 |
|