Simon Quick 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
Q3 | – | Sell |
-50
| Closed | -$7K | – | 524 |
|
|
2020
Q2 | $7K | Buy |
+50
| New | +$7K | ﹤0.01% | 344 |
|
|
2020
Q1 | – | Sell |
-27
| Closed | -$4K | – | 748 |
|
|
2019
Q4 | $4K | Buy |
+27
| New | +$4K | ﹤0.01% | 524 |
|
|
2017
Q4 | – | Sell |
-148
| Closed | -$16K | – | 612 |
|
|
2017
Q3 | $16K | Buy |
+148
| New | +$16K | 0.01% | 383 |
|
|
2017
Q2 | – | Sell |
-185
| Closed | -$16K | – | 394 |
|
|
2017
Q1 | $16K | Buy |
+185
| New | +$16K | 0.01% | 231 |
|