IMS Capital Management’s Kansas City Southern KSU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,942
| Closed | -$604K | – | 146 |
|
|
2019
Q4 | $604K | Hold |
3,942
| – | – | 0.42% | 62 |
|
|
2019
Q3 | $524K | Sell |
3,942
-4,681
| -54% | -$622K | 0.4% | 74 |
|
|
2019
Q2 | $1.05M | Sell |
8,623
-30
| -0.3% | -$3.65K | 0.78% | 34 |
|
|
2019
Q1 | $1M | Hold |
8,653
| – | – | 0.82% | 37 |
|
|
2018
Q4 | $826K | Hold |
8,653
| – | – | 0.77% | 39 |
|
|
2018
Q3 | $980K | Sell |
8,653
-35
| -0.4% | -$3.96K | 0.66% | 41 |
|
|
2018
Q2 | $921K | Hold |
8,688
| – | – | 0.58% | 41 |
|
|
2018
Q1 | $914K | Hold |
8,688
| – | – | 0.57% | 49 |
|
|
2017
Q4 | $914K | Sell |
8,688
-860
| -9% | -$90.5K | 0.57% | 49 |
|
|
2017
Q3 | $1.04M | Hold |
9,548
| – | – | 0.67% | 37 |
|
|
2017
Q2 | $999K | Buy |
+9,548
| New | +$999K | 0.94% | 40 |
|