Mark Sheptoff Financial Planning’s Kansas City Southern KSU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-13
| Closed | -$1K | – | 455 |
|
|
2015
Q2 | $1K | Sell |
13
-87
| -87% | -$6.69K | ﹤0.01% | 380 |
|
|
2015
Q1 | $10K | Hold |
100
| – | – | 0.01% | 267 |
|
|
2014
Q4 | $12K | Hold |
100
| – | – | 0.01% | 257 |
|
|
2014
Q3 | $12K | Sell |
100
-200
| -67% | -$24K | 0.01% | 267 |
|
|
2014
Q2 | $32K | Sell |
300
-1,325
| -82% | -$141K | 0.03% | 198 |
|
|
2014
Q1 | $166K | Buy |
+1,625
| New | +$166K | 0.15% | 108 |
|