Moneta Group Investment Advisors’s Kansas City Southern KSU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-30,751
| Closed | -$8.71M | – | 480 |
|
2021
Q2 | $8.71M | Buy |
+30,751
| New | +$8.71M | 0.4% | 61 |
|
2018
Q1 | – | Sell |
-10
| Closed | -$1K | – | 731 |
|
2017
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 442 |
|
2015
Q4 | – | Sell |
-106
| Closed | -$10K | – | 458 |
|
2015
Q3 | $10K | Buy |
+106
| New | +$10K | ﹤0.01% | 424 |
|