OAM
KSU
Optimal Asset Management’s Kansas City Southern KSU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4,743
| Closed | -$968K | – | 440 |
|
|
2020
Q4 | $968K | Sell |
4,743
-2
| -0% | -$408 | 0.14% | 238 |
|
|
2020
Q3 | $858K | Sell |
4,745
-1,279
| -21% | -$231K | 0.12% | 251 |
|
|
2020
Q2 | $899K | Sell |
6,024
-5,200
| -46% | -$776K | 0.15% | 228 |
|
|
2020
Q1 | $1.43K | Buy |
11,224
+6,828
| +155% | +$868 | 0.13% | 235 |
|
|
2019
Q4 | $673K | Buy |
+4,396
| New | +$673K | 0.1% | 285 |
|