BWP

Baldwin Wealth Partners’s Kirby Corp KEX Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-200	Closed	-$12.9K	–	810
2022 Q4	$12.9K	Hold	200	–	–	﹤0.01%	587
2022 Q3	$12K	Sell	200 -150	-43%	-$9K	﹤0.01%	497
2022 Q2	$21K	Hold	350	–	–	﹤0.01%	467
2022 Q1	$25K	Hold	350	–	–	﹤0.01%	453
2021 Q4	$21K	Hold	350	–	–	﹤0.01%	451
2021 Q3	$17K	Hold	350	–	–	﹤0.01%	469
2021 Q2	$21K	Hold	350	–	–	﹤0.01%	466
2021 Q1	$21K	Hold	350	–	–	﹤0.01%	453
2020 Q4	$18K	Hold	350	–	–	﹤0.01%	411
2020 Q3	$13K	Hold	350	–	–	﹤0.01%	419
2020 Q2	$19K	Hold	350	–	–	﹤0.01%	393
2020 Q1	$15K	Hold	350	–	–	﹤0.01%	396
2019 Q4	$31K	Hold	350	–	–	﹤0.01%	368
2019 Q3	$29K	Hold	350	–	–	﹤0.01%	371
2019 Q2	$28K	Hold	350	–	–	﹤0.01%	367
2019 Q1	$26K	Hold	350	–	–	﹤0.01%	374
2018 Q4	$24K	Hold	350	–	–	﹤0.01%	362
2018 Q3	$29K	Hold	350	–	–	﹤0.01%	371
2018 Q2	$29K	Hold	350	–	–	﹤0.01%	362
2018 Q1	$27K	Hold	350	–	–	﹤0.01%	357
2017 Q4	$23K	Hold	350	–	–	﹤0.01%	358
2017 Q3	$23K	Hold	350	–	–	﹤0.01%	351
2017 Q2	$23K	Sell	350 -100	-22%	-$6.57K	﹤0.01%	364
2017 Q1	$32K	Hold	450	–	–	0.01%	330
2016 Q4	$30K	Hold	450	–	–	0.01%	337
2016 Q3	$28K	Hold	450	–	–	0.01%	350
2016 Q2	$28K	Hold	450	–	–	0.01%	310
2016 Q1	$27K	Buy	+450	New	+$27K	﹤0.01%	342