Winfield Associates’s Kansas City Southern KSU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-3,810
| Closed | -$347K | – | 315 |
|
|
2015
Q2 | $347K | Hold |
3,810
| – | – | 0.24% | 86 |
|
|
2015
Q1 | $389K | Buy |
3,810
+290
| +8% | +$29.6K | 0.27% | 82 |
|
|
2014
Q4 | $430K | Sell |
3,520
-15
| -0.4% | -$1.83K | 0.32% | 78 |
|
|
2014
Q3 | $428K | Buy |
3,535
+1,650
| +88% | +$200K | 0.32% | 85 |
|
|
2014
Q2 | $202K | Buy |
+1,885
| New | +$202K | 0.15% | 119 |
|