Summit Asset Management’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
Q4 | – | Sell |
-1,355
| Closed | -$367K | – | 159 |
|
|
2021
Q3 | $367K | Hold |
1,355
| – | – | 0.12% | 106 |
|
|
2021
Q2 | $384K | Hold |
1,355
| – | – | 0.12% | 104 |
|
|
2021
Q1 | $358K | Hold |
1,355
| – | – | 0.12% | 103 |
|
|
2020
Q4 | $277K | Hold |
1,355
| – | – | 0.1% | 111 |
|
|
2020
Q3 | $245K | Hold |
1,355
| – | – | 0.1% | 112 |
|
|
2020
Q2 | $202K | Buy |
+1,355
| New | +$202K | 0.09% | 119 |
|
|
2020
Q1 | – | Sell |
-1,355
| Closed | -$208K | – | 127 |
|
|
2019
Q4 | $208K | Buy |
+1,355
| New | +$208K | 0.09% | 120 |
|