Stonebridge Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-80
| Closed | -$22K | – | 1161 |
|
|
2021
Q2 | $22K | Buy |
80
+20
| +33% | +$5.5K | ﹤0.01% | 609 |
|
|
2021
Q1 | $16K | Buy |
+60
| New | +$16K | ﹤0.01% | 552 |
|
|
2020
Q3 | – | Sell |
-60
| Closed | -$9K | – | 790 |
|
|
2020
Q2 | $9K | Buy |
+60
| New | +$9K | ﹤0.01% | 511 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 980 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 947 |
|