Homrich & Berg’s Kansas City Southern KSU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-2,449
| Closed | -$266K | – | 368 |
|
|
2017
Q3 | $266K | Buy |
+2,449
| New | +$266K | 0.02% | 269 |
|
|
2017
Q2 | – | Sell |
-7,850
| Closed | -$673K | – | 313 |
|
|
2017
Q1 | $673K | Hold |
7,850
| – | – | 0.06% | 132 |
|
|
2016
Q4 | $666K | Hold |
7,850
| – | – | 0.06% | 126 |
|
|
2016
Q3 | $733K | Hold |
7,850
| – | – | 0.07% | 114 |
|
|
2016
Q2 | $707K | Buy |
+7,850
| New | +$707K | 0.07% | 105 |
|
|
2014
Q4 | – | Sell |
-2,000
| Closed | -$242K | – | 252 |
|
|
2014
Q3 | $242K | Buy |
+2,000
| New | +$242K | 0.02% | 213 |
|