Optimum 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
Q4 | – | Sell |
-275
| Closed | -$74K | – | 880 |
|
|
2021
Q3 | $74K | Hold |
275
| – | – | 0.03% | 384 |
|
|
2021
Q2 | $78K | Sell |
275
-200
| -42% | -$56.7K | 0.02% | 421 |
|
|
2021
Q1 | $125K | Hold |
475
| – | – | 0.04% | 336 |
|
|
2020
Q4 | $97K | Hold |
475
| – | – | 0.03% | 353 |
|
|
2020
Q3 | $86K | Hold |
475
| – | – | 0.03% | 353 |
|
|
2020
Q2 | $71K | Hold |
475
| – | – | 0.02% | 376 |
|
|
2020
Q1 | $60K | Sell |
475
-700
| -60% | -$88.4K | 0.02% | 395 |
|
|
2019
Q4 | $180K | Sell |
1,175
-345
| -23% | -$52.9K | 0.05% | 293 |
|
|
2019
Q3 | $202K | Sell |
1,520
-425
| -22% | -$56.5K | 0.06% | 260 |
|
|
2019
Q2 | $237K | Buy |
1,945
+300
| +18% | +$36.6K | 0.08% | 246 |
|
|
2019
Q1 | $191K | Buy |
1,645
+1,445
| +723% | +$168K | 0.06% | 279 |
|
|
2018
Q4 | $19K | Buy |
+200
| New | +$19K | 0.01% | 662 |
|