AWM
Ashmore Wealth Management’s Kirby Corp KEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-1,000,000
| Closed | -$62M | – | 23 |
|
|
2015
Q3 | $62M | Hold |
1,000,000
| – | – | 1.4% | 20 |
|
|
2015
Q2 | $76.7M | Hold |
1,000,000
| – | – | 1.68% | 19 |
|
|
2015
Q1 | $75.1M | Buy |
1,000,000
+725,500
| +264% | +$54.4M | 1.65% | 18 |
|
|
2014
Q4 | $22.2M | Buy |
+274,500
| New | +$22.2M | 0.43% | 24 |
|