Proficio Capital Partners’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
Q3 | – | Sell |
-248
| Closed | -$30K | – | 1797 |
|
|
2019
Q2 | $30K | Sell |
248
-113
| -31% | -$13.7K | 0.01% | 545 |
|
|
2019
Q1 | $42K | Buy |
361
+305
| +545% | +$35.5K | 0.02% | 406 |
|
|
2018
Q4 | $5K | Hold |
56
| – | – | ﹤0.01% | 875 |
|
|
2018
Q3 | $6K | Buy |
56
+8
| +17% | +$857 | ﹤0.01% | 935 |
|
|
2018
Q2 | $5K | Hold |
48
| – | – | ﹤0.01% | 1005 |
|
|
2018
Q1 | $5K | Sell |
48
-24
| -33% | -$2.5K | ﹤0.01% | 1015 |
|
|
2017
Q4 | $8K | Sell |
72
-3
| -4% | -$333 | ﹤0.01% | 887 |
|
|
2017
Q3 | $8K | Hold |
75
| – | – | ﹤0.01% | 870 |
|
|
2017
Q2 | $8K | Buy |
75
+4
| +6% | +$427 | ﹤0.01% | 867 |
|
|
2017
Q1 | $6K | Sell |
71
-37
| -34% | -$3.13K | ﹤0.01% | 963 |
|
|
2016
Q4 | $9K | Hold |
108
| – | – | ﹤0.01% | 638 |
|
|
2016
Q3 | $10K | Buy |
108
+23
| +27% | +$2.13K | 0.01% | 587 |
|
|
2016
Q2 | $8K | Buy |
85
+50
| +143% | +$4.71K | 0.01% | 622 |
|
|
2016
Q1 | $3K | Buy |
35
+14
| +67% | +$1.2K | ﹤0.01% | 687 |
|
|
2015
Q4 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 712 |
|