Independent Portfolio Consultants’s Kirby Corp KEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-2,625
| Closed | -$163K | – | 840 |
|
|
2016
Q3 | $163K | Buy |
2,625
+125
| +5% | +$7.76K | 0.05% | 375 |
|
|
2016
Q2 | $156K | Buy |
2,500
+205
| +9% | +$12.8K | 0.05% | 381 |
|
|
2016
Q1 | $138K | Sell |
2,295
-475
| -17% | -$28.6K | 0.04% | 427 |
|
|
2015
Q4 | $146K | Sell |
2,770
-635
| -19% | -$33.5K | 0.04% | 379 |
|
|
2015
Q3 | $211K | Sell |
3,405
-320
| -9% | -$19.8K | 0.05% | 339 |
|
|
2015
Q2 | $286K | Buy |
3,725
+1,140
| +44% | +$87.5K | 0.06% | 315 |
|
|
2015
Q1 | $194K | Buy |
2,585
+100
| +4% | +$7.51K | 0.04% | 365 |
|
|
2014
Q4 | $201K | Sell |
2,485
-6,265
| -72% | -$507K | 0.04% | 374 |
|
|
2014
Q3 | $1.03M | Buy |
8,750
+3,967
| +83% | +$467K | 0.28% | 85 |
|
|
2014
Q2 | $560K | Sell |
4,783
-657
| -12% | -$76.9K | 0.16% | 201 |
|
|
2014
Q1 | $550K | Sell |
5,440
-195
| -3% | -$19.7K | 0.17% | 193 |
|
|
2013
Q4 | $559K | Sell |
5,635
-1,255
| -18% | -$124K | 0.2% | 184 |
|
|
2013
Q3 | $596K | Sell |
6,890
-80
| -1% | -$6.92K | 0.24% | 150 |
|
|
2013
Q2 | $554K | Buy |
+6,970
| New | +$554K | 0.25% | 151 |
|