DWA
Dougherty Wealth Advisers’s Kirby Corp KEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-528
| Closed | -$47K | – | 171 |
|
|
2019
Q4 | $47K | Hold |
528
| – | – | 0.14% | 115 |
|
|
2019
Q3 | $43K | Hold |
528
| – | – | 0.14% | 115 |
|
|
2019
Q2 | $42K | Hold |
528
| – | – | 0.12% | 136 |
|
|
2019
Q1 | $40K | Hold |
528
| – | – | 0.14% | 123 |
|
|
2018
Q4 | $39K | Buy |
+528
| New | +$39K | 0.13% | 124 |
|