Independence 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $322K | Hold |
1,783
| – | – | 0.07% | 66 |
|
|
2020
Q2 | $266K | Hold |
1,783
| – | – | 0.06% | 76 |
|
|
2020
Q1 | $227K | Hold |
1,783
| – | – | 0.06% | 71 |
|
|
2019
Q4 | $273K | Hold |
1,783
| – | – | 0.07% | 75 |
|
|
2019
Q3 | $237K | Hold |
1,783
| – | – | 0.06% | 89 |
|
|
2019
Q2 | $217K | Hold |
1,783
| – | – | 0.06% | 92 |
|
|
2019
Q1 | $207K | Buy |
+1,783
| New | +$207K | 0.06% | 90 |
|
|
2018
Q4 | – | Sell |
-1,783
| Closed | -$202K | – | 97 |
|
|
2018
Q3 | $202K | Buy |
+1,783
| New | +$202K | 0.06% | 86 |
|