Seven Bridges 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-1,366
| Closed | -$117K | – | 153 |
|
|
2017
Q1 | $117K | Buy |
1,366
+189
| +16% | +$16.2K | 0.11% | 125 |
|
|
2016
Q4 | $100K | Buy |
1,177
+21
| +2% | +$1.78K | 0.1% | 129 |
|
|
2016
Q3 | $108K | Sell |
1,156
-44
| -4% | -$4.11K | 0.1% | 129 |
|
|
2016
Q2 | $108K | Buy |
1,200
+277
| +30% | +$24.9K | 0.09% | 127 |
|
|
2016
Q1 | $79K | Sell |
923
-2,011
| -69% | -$172K | 0.06% | 139 |
|
|
2015
Q4 | $219K | Buy |
+2,934
| New | +$219K | 0.22% | 105 |
|