Patten Group’s Kansas City Southern KSU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-425
| Closed | -$41K | – | 582 |
|
|
2018
Q4 | $41K | Buy |
425
+25
| +6% | +$2.41K | 0.02% | 310 |
|
|
2018
Q3 | $45K | Buy |
400
+100
| +33% | +$11.3K | 0.02% | 335 |
|
|
2018
Q2 | $32K | Hold |
300
| – | – | 0.01% | 367 |
|
|
2018
Q1 | $33K | Hold |
300
| – | – | 0.01% | 361 |
|
|
2017
Q4 | $32K | Sell |
300
-60
| -17% | -$6.4K | 0.01% | 384 |
|
|
2017
Q3 | $39K | Hold |
360
| – | – | 0.02% | 353 |
|
|
2017
Q2 | $37K | Sell |
360
-50
| -12% | -$5.14K | 0.02% | 360 |
|
|
2017
Q1 | $36K | Buy |
410
+25
| +6% | +$2.2K | 0.02% | 343 |
|
|
2016
Q4 | $33K | Hold |
385
| – | – | 0.01% | 343 |
|
|
2016
Q3 | $36K | Hold |
385
| – | – | 0.02% | 344 |
|
|
2016
Q2 | $34.7K | Hold |
385
| – | – | 0.02% | 341 |
|
|
2016
Q1 | $32.9K | Hold |
385
| – | – | 0.02% | 345 |
|
|
2015
Q4 | $28.7K | Buy |
+385
| New | +$28.7K | 0.01% | 380 |
|