Glassman Wealth Services’s Kirby Corp KEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3
| Closed | -$248 | – | 2031 |
|
|
2023
Q3 | $248 | Hold |
3
| – | – | ﹤0.01% | 1855 |
|
|
2023
Q2 | $231 | Hold |
3
| – | – | ﹤0.01% | 1781 |
|
|
2023
Q1 | $209 | Hold |
3
| – | – | ﹤0.01% | 1789 |
|
|
2022
Q4 | $193 | Hold |
3
| – | – | ﹤0.01% | 1806 |
|
|
2022
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 1838 |
|
|
2022
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 1844 |
|
|
2022
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 1804 |
|
|
2021
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 1775 |
|
|
2021
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1713 |
|
|
2020
Q3 | – | Sell |
-27
| Closed | -$1K | – | 1409 |
|
|
2020
Q2 | $1K | Sell |
27
-5
| -16% | -$185 | ﹤0.01% | 1050 |
|
|
2020
Q1 | $1K | Buy |
32
+20
| +167% | +$625 | ﹤0.01% | 908 |
|
|
2019
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 957 |
|
|
2019
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 860 |
|
|
2019
Q2 | $1K | Buy |
12
+1
| +9% | +$83 | ﹤0.01% | 873 |
|
|
2019
Q1 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 829 |
|