Carroll Financial Associates’s Kirby Corp KEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | -$5.67K | ﹤0.01% | 1120 |
|
|
2020
Q1 | $10K | Sell |
239
-282
| -54% | -$11.8K | ﹤0.01% | 938 |
|
|
2019
Q4 | $46K | Sell |
521
-105
| -17% | -$9.27K | ﹤0.01% | 671 |
|
|
2019
Q3 | $51K | Hold |
626
| – | – | ﹤0.01% | 628 |
|
|
2019
Q2 | $49K | Buy |
626
+134
| +27% | +$10.5K | ﹤0.01% | 620 |
|
|
2019
Q1 | $36K | Buy |
+492
| New | +$36K | ﹤0.01% | 625 |
|