EI
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Ellevest Inc’s Kirby Corp KEX Stock Holding History

Ellevest Inc’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
2022
Q3 		– Sell
-1,468
Closed -$89K – 1739
2022
Q2 		$89K Sell
1,468
-100
-6% -$6.51K 0.01% 437
2022
Q1 		$113K Buy
1,568
+432
+38% +$28.8K 0.01% 391
2021
Q4 		$68K Buy
1,136
+12
+1% +$671 0.01% 452
2021
Q3 		$54K Buy
1,124
+567
+102% +$31.4K 0.01% 465
2021
Q2 		$34K Buy
557
+61
+12% +$3.93K ﹤0.01% 546
2021
Q1 		$30K Sell
496
-2
-0.4% -$120 ﹤0.01% 578
2020
Q4 		$26K Sell
498
-294
-37% -$13.4K ﹤0.01% 582
2020
Q3 		$29K Buy
792
+59
+8% +$2.6K 0.01% 459
2020
Q2 		$39K Buy
733
+54
+8% +$2.76K 0.01% 396
2020
Q1 		$30K Hold
679
– – 0.01% 343
2019
Q4 		$61K Buy
+679
New +$56.3K 0.02% 152

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Diamond Hill Capital Management
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