Lenox Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-240
| Closed | -$28K | – | 722 |
|
|
2019
Q1 | $28K | Sell |
240
-65,844
| -100% | -$7.68M | 0.01% | 301 |
|
|
2018
Q4 | $6.92M | Buy |
66,084
+49,860
| +307% | +$5.22M | 2.33% | 6 |
|
|
2018
Q3 | $1.93M | Buy |
+16,224
| New | +$1.93M | 0.57% | 39 |
|
|
2017
Q3 | – | Sell |
-175
| Closed | -$18K | – | 509 |
|
|
2017
Q2 | $18K | Hold |
175
| – | – | 0.01% | 326 |
|
|
2017
Q1 | $15K | Hold |
175
| – | – | 0.01% | 153 |
|
|
2016
Q4 | $15K | Hold |
175
| – | – | 0.01% | 153 |
|
|
2016
Q3 | $16K | Sell |
175
-175
| -50% | -$16K | 0.01% | 151 |
|
|
2016
Q2 | $32K | Hold |
350
| – | – | 0.02% | 130 |
|
|
2016
Q1 | $30K | Hold |
350
| – | – | 0.02% | 132 |
|
|
2015
Q4 | $26K | Hold |
350
| – | – | 0.02% | 136 |
|
|
2015
Q3 | $32K | Hold |
350
| – | – | 0.03% | 85 |
|
|
2015
Q2 | $32K | Hold |
350
| – | – | 0.02% | 88 |
|
|
2015
Q1 | $36K | Hold |
350
| – | – | 0.03% | 90 |
|
|
2014
Q4 | $42K | Hold |
350
| – | – | 0.03% | 86 |
|
|
2014
Q3 | $42K | Hold |
350
| – | – | 0.03% | 87 |
|
|
2014
Q2 | $38K | Hold |
350
| – | – | 0.03% | 92 |
|
|
2014
Q1 | $36K | Sell |
350
-350
| -50% | -$36K | 0.02% | 99 |
|
|
2013
Q4 | $87K | Buy |
+700
| New | +$87K | 0.06% | 78 |
|