Montis Financial’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
Q4
Sell
-1,201
Closed -$332K 90
2021
Q3
$332K Buy
1,201
+1
+0.1% +$276 0.28% 38
2021
Q2
$340K Sell
1,200
-126
-10% -$35.7K 0.28% 44
2021
Q1
$354K Buy
1,326
+126
+11% +$33.6K 0.33% 43
2020
Q4
$242K Buy
+1,200
New +$242K 0.24% 57