HM Payson & Co’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 |
-251
| Closed | -$68K | – | 1202 |
|
|
2021
Q3 | $68K | Hold |
251
| – | – | ﹤0.01% | 543 |
|
|
2021
Q2 | $71K | Hold |
251
| – | – | ﹤0.01% | 534 |
|
|
2021
Q1 | $66K | Buy |
251
+6
| +2% | +$1.58K | ﹤0.01% | 557 |
|
|
2020
Q4 | $50K | Hold |
245
| – | – | ﹤0.01% | 608 |
|
|
2020
Q3 | $44K | Buy |
245
+45
| +23% | +$8.08K | ﹤0.01% | 589 |
|
|
2020
Q2 | $30K | Hold |
200
| – | – | ﹤0.01% | 604 |
|
|
2020
Q1 | $25K | Hold |
200
| – | – | ﹤0.01% | 605 |
|
|
2019
Q4 | $31K | Hold |
200
| – | – | ﹤0.01% | 660 |
|
|
2019
Q3 | $27K | Sell |
200
-60
| -23% | -$8.1K | ﹤0.01% | 687 |
|
|
2019
Q2 | $32K | Buy |
+260
| New | +$32K | ﹤0.01% | 672 |
|