Zeke Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,629
| Closed | -$249K | – | 535 |
|
|
2019
Q4 | $249K | Sell |
1,629
-189
| -10% | -$28.9K | 0.02% | 488 |
|
|
2019
Q3 | $242K | Sell |
1,818
-1,299
| -42% | -$173K | 0.02% | 486 |
|
|
2019
Q2 | $380K | Hold |
3,117
| – | – | 0.04% | 423 |
|
|
2019
Q1 | $362K | Sell |
3,117
-63
| -2% | -$7.32K | 0.03% | 433 |
|
|
2018
Q4 | $304K | Sell |
3,180
-611
| -16% | -$58.4K | 0.03% | 432 |
|
|
2018
Q3 | $429K | Hold |
3,791
| – | – | 0.04% | 434 |
|
|
2018
Q2 | $402K | Hold |
3,791
| – | – | 0.04% | 345 |
|
|
2018
Q1 | $416K | Hold |
3,791
| – | – | 0.04% | 376 |
|
|
2017
Q4 | $399K | Sell |
3,791
-984
| -21% | -$104K | 0.04% | 329 |
|
|
2017
Q3 | $519K | Buy |
+4,775
| New | +$519K | 0.07% | 216 |
|