Kavar Capital Partners Group’s Kansas City Southern KSU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-100
| Closed | -$12K | – | 488 |
|
|
2019
Q2 | $12K | Buy |
+100
| New | +$12K | ﹤0.01% | 353 |
|
|
2016
Q1 | – | Sell |
-4,496
| Closed | -$335K | – | 437 |
|
|
2015
Q4 | $335K | Sell |
4,496
-12,891
| -74% | -$961K | 0.22% | 88 |
|
|
2015
Q3 | $1.58M | Sell |
17,387
-450
| -3% | -$40.9K | 1.12% | 40 |
|
|
2015
Q2 | $1.63M | Buy |
17,837
+450
| +3% | +$41K | 1.11% | 34 |
|
|
2015
Q1 | $1.78M | Buy |
17,387
+8,999
| +107% | +$919K | 1.51% | 18 |
|
|
2014
Q4 | $1.02M | Hold |
8,388
| – | – | 0.81% | 51 |
|
|
2014
Q3 | $1.02M | Sell |
8,388
-199
| -2% | -$24.1K | 0.87% | 50 |
|
|
2014
Q2 | $923K | Buy |
8,587
+866
| +11% | +$93.1K | 0.78% | 58 |
|
|
2014
Q1 | $788K | Buy |
7,721
+7,536
| +4,074% | +$769K | 0.65% | 64 |
|
|
2013
Q4 | $22K | Buy |
+185
| New | +$22K | 0.02% | 240 |
|