SevenBridge Financial Group’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 |
-957
| Closed | -$117K | – | 609 |
|
|
2019
Q2 | $117K | Sell |
957
-7
| -0.7% | -$856 | 0.04% | 177 |
|
|
2019
Q1 | $112K | Sell |
964
-609
| -39% | -$70.8K | 0.04% | 159 |
|
|
2018
Q4 | $150K | Sell |
1,573
-150
| -9% | -$14.3K | 0.09% | 143 |
|
|
2018
Q3 | $195K | Buy |
1,723
+980
| +132% | +$111K | 0.1% | 130 |
|
|
2018
Q2 | $79K | Buy |
743
+150
| +25% | +$15.9K | 0.04% | 199 |
|
|
2018
Q1 | $65K | Buy |
593
+353
| +147% | +$38.7K | 0.04% | 211 |
|
|
2017
Q4 | $25K | Hold |
240
| – | – | 0.01% | 348 |
|
|
2017
Q3 | $26K | Sell |
240
-98
| -29% | -$10.6K | 0.01% | 346 |
|
|
2017
Q2 | $35K | Hold |
338
| – | – | 0.02% | 314 |
|
|
2017
Q1 | $30K | Sell |
338
-158
| -32% | -$14K | 0.02% | 322 |
|
|
2016
Q4 | $46K | Hold |
496
| – | – | 0.03% | 266 |
|
|
2016
Q3 | $46K | Sell |
496
-90
| -15% | -$8.35K | 0.03% | 264 |
|
|
2016
Q2 | $53K | Buy |
+586
| New | +$53K | 0.04% | 261 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 86 |
|