Valeo Financial 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 |
-763
| Closed | -$207K | – | 582 |
|
|
2021
Q3 | $207K | Sell |
763
-96
| -11% | -$26K | 0.01% | 470 |
|
|
2021
Q2 | $244K | Buy |
859
+94
| +12% | +$26.7K | 0.01% | 383 |
|
|
2021
Q1 | $202K | Sell |
765
-30
| -4% | -$7.92K | 0.01% | 428 |
|
|
2020
Q4 | $162K | Buy |
795
+184
| +30% | +$37.5K | 0.01% | 446 |
|
|
2020
Q3 | $110K | Sell |
611
-392
| -39% | -$70.6K | 0.01% | 450 |
|
|
2020
Q2 | $150K | Buy |
1,003
+11
| +1% | +$1.65K | 0.01% | 374 |
|
|
2020
Q1 | $136K | Sell |
992
-746
| -43% | -$102K | 0.01% | 354 |
|
|
2019
Q4 | $266K | Sell |
1,738
-1,184
| -41% | -$181K | 0.03% | 267 |
|
|
2019
Q3 | $389K | Sell |
2,922
-1,247
| -30% | -$166K | 0.04% | 199 |
|
|
2019
Q2 | $508K | Buy |
4,169
+9
| +0.2% | +$1.1K | 0.06% | 179 |
|
|
2019
Q1 | $482K | Buy |
4,160
+10
| +0.2% | +$1.16K | 0.06% | 178 |
|
|
2018
Q4 | $396K | Buy |
4,150
+2,295
| +124% | +$219K | 0.06% | 183 |
|
|
2018
Q3 | $189K | Buy |
1,855
+1,630
| +724% | +$166K | 0.03% | 283 |
|
|
2018
Q2 | $26K | Buy |
+225
| New | +$26K | ﹤0.01% | 687 |
|