Rational 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
Q4 | – | Sell |
-108
| Closed | -$20K | – | 636 |
|
|
2020
Q3 | $20K | Buy |
108
+39
| +57% | +$7.22K | 0.01% | 230 |
|
|
2020
Q2 | $10K | Buy |
+69
| New | +$10K | 0.01% | 367 |
|
|
2020
Q1 | – | Sell |
-697
| Closed | -$107K | – | 549 |
|
|
2019
Q4 | $107K | Buy |
697
+638
| +1,081% | +$97.9K | 0.05% | 277 |
|
|
2019
Q3 | $8K | Sell |
59
-414
| -88% | -$56.1K | ﹤0.01% | 510 |
|
|
2019
Q2 | $58K | Buy |
+473
| New | +$58K | 0.02% | 325 |
|
|
2019
Q1 | – | Sell |
-211
| Closed | -$20K | – | 580 |
|
|
2018
Q4 | $20K | Sell |
211
-184
| -47% | -$17.4K | 0.01% | 355 |
|
|
2018
Q3 | $45K | Buy |
395
+366
| +1,262% | +$41.7K | 0.01% | 298 |
|
|
2018
Q2 | $3K | Buy |
29
+19
| +190% | +$1.97K | ﹤0.01% | 424 |
|
|
2018
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 504 |
|
|
2015
Q3 | $3K | Hold |
36
| – | – | ﹤0.01% | 452 |
|
|
2015
Q2 | $3K | Hold |
36
| – | – | ﹤0.01% | 465 |
|
|
2015
Q1 | $4K | Sell |
36
-24
| -40% | -$2.67K | ﹤0.01% | 449 |
|
|
2014
Q4 | $7K | Buy |
+60
| New | +$7K | ﹤0.01% | 481 |
|
|
2013
Q4 | $306K | Sell |
2,473
-296
| -11% | -$36.6K | 0.03% | 417 |
|
|
2013
Q3 | $303K | Sell |
2,769
-90
| -3% | -$9.85K | 0.02% | 452 |
|
|
2013
Q2 | $303K | Buy |
+2,859
| New | +$303K | 0.03% | 455 |
|