Berman Capital Advisors’s Kirby Corp KEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $12K | Buy |
256
+120
| +88% | +$5.63K | ﹤0.01% | 1128 |
|
|
2021
Q2 | $8K | Hold |
136
| – | – | ﹤0.01% | 1201 |
|
|
2021
Q1 | $8K | Hold |
136
| – | – | ﹤0.01% | 1106 |
|
|
2020
Q4 | $7K | Buy |
136
+105
| +339% | +$5.4K | ﹤0.01% | 1047 |
|
|
2020
Q3 | $1K | Sell |
31
-93
| -75% | -$3K | ﹤0.01% | 1464 |
|
|
2020
Q2 | $6K | Buy |
+124
| New | +$6K | ﹤0.01% | 939 |
|