Tiedemann 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
Q4 | – | Sell |
-8,380
| Closed | -$2.27M | – | 300 |
|
|
2021
Q3 | $2.27M | Sell |
8,380
-9
| -0.1% | -$2.44K | 0.12% | 77 |
|
|
2021
Q2 | $2.38M | Sell |
8,389
-19
| -0.2% | -$5.39K | 0.1% | 97 |
|
|
2021
Q1 | $2.22M | Buy |
8,408
+15
| +0.2% | +$3.97K | 0.1% | 98 |
|
|
2020
Q4 | $1.72M | Buy |
8,393
+3,585
| +75% | +$733K | 0.08% | 111 |
|
|
2020
Q3 | $871K | Sell |
4,808
-3
| -0.1% | -$543 | 0.04% | 184 |
|
|
2020
Q2 | $720K | Hold |
4,811
| – | – | 0.04% | 187 |
|
|
2020
Q1 | $614K | Buy |
4,811
+11
| +0.2% | +$1.4K | 0.04% | 189 |
|
|
2019
Q4 | $737K | Sell |
4,800
-1,005
| -17% | -$154K | 0.04% | 185 |
|
|
2019
Q3 | $775K | Sell |
5,805
-495
| -8% | -$66.1K | 0.04% | 194 |
|
|
2019
Q2 | $769K | Sell |
6,300
-9
| -0.1% | -$1.1K | 0.04% | 174 |
|
|
2019
Q1 | $734K | Buy |
6,309
+6
| +0.1% | +$698 | 0.03% | 257 |
|
|
2018
Q4 | $604K | Buy |
6,303
+3
| +0% | +$287 | 0.03% | 268 |
|
|
2018
Q3 | $716K | Buy |
6,300
+1,800
| +40% | +$205K | 0.04% | 200 |
|
|
2018
Q2 | $479K | Buy |
+4,500
| New | +$479K | 0.03% | 228 |
|