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Glassman Wealth Services’s Kirby Corp KEX Stock Holding History

Glassman Wealth Services’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
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 +$166 ﹤0.01% 1713
2020
Q3 		– Sell
-27
Closed -$1K – 1409
2020
Q2 		$1K Sell
27
-5
-16% -$255 ﹤0.01% 1050
2020
Q1 		$1K Buy
32
+20
+167% +$1.36K ﹤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% +$80 ﹤0.01% 873
2019
Q1 		$1K Buy
+11
New +$802 ﹤0.01% 829

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