Morningstar Investment Services’s Kansas City Southern KSU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,229
| Closed | -$495K | – | 229 |
|
|
2019
Q4 | $495K | Sell |
3,229
-280
| -8% | -$42.9K | 0.01% | 148 |
|
|
2019
Q3 | $467K | Sell |
3,509
-23
| -0.7% | -$3.06K | 0.01% | 149 |
|
|
2019
Q2 | $430K | Sell |
3,532
-342
| -9% | -$41.6K | 0.01% | 170 |
|
|
2019
Q1 | $449K | Sell |
3,874
-551
| -12% | -$63.9K | 0.01% | 160 |
|
|
2018
Q4 | $422K | Buy |
4,425
+1,078
| +32% | +$103K | 0.01% | 159 |
|
|
2018
Q3 | $379K | Buy |
3,347
+791
| +31% | +$89.6K | 0.01% | 167 |
|
|
2018
Q2 | $271K | Buy |
+2,556
| New | +$271K | 0.01% | 192 |
|
|
2016
Q1 | – | Sell |
-30,966
| Closed | -$2.31M | – | 239 |
|
|
2015
Q4 | $2.31M | Buy |
+30,966
| New | +$2.31M | 0.09% | 136 |
|