Institutional & Family Asset 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
Q2 | – | Sell |
-141
| Closed | -$18K | – | 929 |
|
|
2020
Q1 | $18K | Buy |
141
+125
| +781% | +$16K | ﹤0.01% | 385 |
|
|
2019
Q4 | $2K | Hold |
16
| – | – | ﹤0.01% | 777 |
|
|
2019
Q3 | $2K | Sell |
16
-19
| -54% | -$2.38K | ﹤0.01% | 747 |
|
|
2019
Q2 | $4K | Hold |
35
| – | – | ﹤0.01% | 641 |
|
|
2019
Q1 | $4K | Buy |
+35
| New | +$4K | ﹤0.01% | 638 |
|
|
2018
Q4 | – | Sell |
-38
| Closed | -$4K | – | 898 |
|
|
2018
Q3 | $4K | Hold |
38
| – | – | ﹤0.01% | 655 |
|
|
2018
Q2 | $4K | Hold |
38
| – | – | ﹤0.01% | 650 |
|
|
2018
Q1 | $4K | Buy |
+38
| New | +$4K | ﹤0.01% | 640 |
|