Sterling Investment Advisors (Pennsylvania)’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
Q1 | – | Sell |
-700
| Closed | -$66K | – | 435 |
|
|
2018
Q4 | $66K | Hold |
700
| – | – | 0.04% | 172 |
|
|
2018
Q3 | $79K | Hold |
700
| – | – | 0.04% | 179 |
|
|
2018
Q2 | $74K | Hold |
700
| – | – | 0.04% | 168 |
|
|
2018
Q1 | $77K | Hold |
700
| – | – | 0.05% | 160 |
|
|
2017
Q4 | $74K | Hold |
700
| – | – | 0.05% | 159 |
|
|
2017
Q3 | $76K | Hold |
700
| – | – | 0.05% | 149 |
|
|
2017
Q2 | $73K | Hold |
700
| – | – | 0.05% | 155 |
|
|
2017
Q1 | $60K | Hold |
700
| – | – | 0.04% | 161 |
|
|
2016
Q4 | $59K | Buy |
+700
| New | +$59K | 0.05% | 145 |
|