Stevens First Principles Investment Advisors’s Kansas City Southern KSU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $63K | Hold |
520
| – | – | 0.04% | 89 |
|
|
2019
Q1 | $60K | Hold |
520
| – | – | 0.04% | 92 |
|
|
2018
Q4 | $50K | Hold |
520
| – | – | 0.03% | 91 |
|
|
2018
Q3 | $59K | Hold |
520
| – | – | 0.03% | 92 |
|
|
2018
Q2 | $55K | Sell |
520
-430
| -45% | -$45.5K | 0.03% | 93 |
|
|
2018
Q1 | $104K | Hold |
950
| – | – | 0.06% | 84 |
|
|
2017
Q4 | $100K | Hold |
950
| – | – | 0.05% | 97 |
|
|
2017
Q3 | $103K | Hold |
950
| – | – | 0.06% | 96 |
|
|
2017
Q2 | $99K | Buy |
+950
| New | +$99K | 0.06% | 94 |
|