Plancorp LLC’s Kansas City Southern KSU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-6,293
| Closed | -$662K | – | 172 |
|
|
2017
Q4 | $662K | Sell |
6,293
-1,352
| -18% | -$142K | 0.22% | 80 |
|
|
2017
Q3 | $831K | Hold |
7,645
| – | – | 0.25% | 61 |
|
|
2017
Q2 | $800K | Hold |
7,645
| – | – | 0.24% | 63 |
|
|
2017
Q1 | $656K | Hold |
7,645
| – | – | 0.19% | 76 |
|
|
2016
Q4 | $649K | Buy |
+7,645
| New | +$649K | 0.18% | 74 |
|