CFA
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Carroll Financial Associates’s Kirby Corp KEX Stock Holding History

Carroll Financial Associates’s Portfolio KEX Stock Details KEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-132
Closed -$4K – 1600
2020
Q3 		$4K Hold
132
– – ﹤0.01% 1229
2020
Q2 		$7K Sell
132
-107
-45% -$5.47K ﹤0.01% 1120
2020
Q1 		$10K Sell
239
-282
-54% -$19.2K ﹤0.01% 938
2019
Q4 		$46K Sell
521
-105
-17% -$8.7K ﹤0.01% 671
2019
Q3 		$51K Hold
626
– – ﹤0.01% 628
2019
Q2 		$49K Buy
626
+134
+27% +$10.8K ﹤0.01% 620
2019
Q1 		$36K Buy
+492
New +$35.9K ﹤0.01% 625

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ACH
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HP
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TP
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State Street
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