Fiduciary Financial Services of The Southwest’s Kirby Corp KEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-3,690
| Closed | -$283K | – | 161 |
|
|
2015
Q2 | $283K | Sell |
3,690
-600
| -14% | -$46K | 0.09% | 142 |
|
|
2015
Q1 | $322K | Sell |
4,290
-250
| -6% | -$18.8K | 0.09% | 138 |
|
|
2014
Q4 | $367K | Sell |
4,540
-2,949
| -39% | -$238K | 0.11% | 132 |
|
|
2014
Q3 | $883K | Buy |
7,489
+99
| +1% | +$11.7K | 0.25% | 98 |
|
|
2014
Q2 | $866K | Buy |
7,390
+590
| +9% | +$69.1K | 0.24% | 96 |
|
|
2014
Q1 | $688K | Buy |
6,800
+645
| +10% | +$65.3K | 0.21% | 101 |
|
|
2013
Q4 | $611K | Buy |
6,155
+325
| +6% | +$32.3K | 0.19% | 103 |
|
|
2013
Q3 | $505K | Sell |
5,830
-145
| -2% | -$12.6K | 0.17% | 106 |
|
|
2013
Q2 | $475K | Buy |
+5,975
| New | +$475K | 0.16% | 112 |
|