Plante Moran Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Hold |
0
| – | – | – | 913 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 882 |
|
|
2017
Q3 | – | Sell |
-124
| Closed | -$13K | – | 885 |
|
|
2017
Q2 | $13K | Hold |
124
| – | – | 0.01% | 529 |
|
|
2017
Q1 | $11K | Hold |
124
| – | – | 0.01% | 566 |
|
|
2016
Q4 | $11K | Hold |
124
| – | – | 0.01% | 582 |
|
|
2016
Q3 | $12K | Hold |
124
| – | – | 0.01% | 576 |
|
|
2016
Q2 | $11K | Hold |
124
| – | – | 0.01% | 521 |
|
|
2016
Q1 | $11K | Buy |
124
+19
| +18% | +$1.69K | 0.01% | 480 |
|
|
2015
Q4 | $8K | Hold |
105
| – | – | 0.01% | 627 |
|
|
2015
Q3 | $10K | Hold |
105
| – | – | 0.01% | 486 |
|
|
2015
Q2 | $10K | Hold |
105
| – | – | 0.01% | 531 |
|
|
2015
Q1 | $11K | Hold |
105
| – | – | 0.01% | 508 |
|
|
2014
Q4 | $13K | Hold |
105
| – | – | 0.01% | 490 |
|
|
2014
Q3 | $13K | Sell |
105
-42
| -29% | -$5.2K | 0.01% | 492 |
|
|
2014
Q2 | $16K | Hold |
147
| – | – | 0.01% | 424 |
|
|
2014
Q1 | $15K | Sell |
147
-5
| -3% | -$510 | 0.02% | 296 |
|
|
2013
Q4 | $19K | Hold |
152
| – | – | 0.01% | 362 |
|
|
2013
Q3 | $17K | Buy |
152
+5
| +3% | +$559 | 0.01% | 309 |
|
|
2013
Q2 | $16K | Buy |
+147
| New | +$16K | 0.01% | 275 |
|