Wimmer Associates 1’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 |
-1,165
| Closed | -$315K | – | 124 |
|
|
2021
Q3 | $315K | Hold |
1,165
| – | – | 0.19% | 98 |
|
|
2021
Q2 | $330K | Hold |
1,165
| – | – | 0.19% | 95 |
|
|
2021
Q1 | $307K | Hold |
1,165
| – | – | 0.17% | 94 |
|
|
2020
Q4 | $238K | Hold |
1,165
| – | – | 0.14% | 101 |
|
|
2020
Q3 | $211K | Hold |
1,165
| – | – | 0.14% | 103 |
|
|
2020
Q2 | $215K | Buy |
+1,165
| New | +$215K | 0.17% | 99 |
|