Kovitz Investment Group Partners’s Kansas City Southern KSU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,867
| Closed | -$585K | – | 463 |
|
|
2021
Q4 | $585K | Buy |
+2,867
| New | +$585K | 0.01% | 326 |
|
|
2021
Q1 | – | Sell |
-2,867
| Closed | -$585K | – | 418 |
|
|
2020
Q4 | $585K | Hold |
2,867
| – | – | 0.01% | 323 |
|
|
2020
Q3 | $518K | Hold |
2,867
| – | – | 0.01% | 317 |
|
|
2020
Q2 | $428K | Hold |
2,867
| – | – | 0.01% | 314 |
|
|
2020
Q1 | $365K | Hold |
2,867
| – | – | 0.01% | 310 |
|
|
2019
Q4 | $439K | Hold |
2,867
| – | – | 0.01% | 323 |
|
|
2019
Q3 | $381K | Buy |
+2,867
| New | +$381K | 0.01% | 327 |
|