J.P. Morgan Private Wealth Advisors’s Kirby Corp KEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $681K | Sell |
8,229
-297
| -3% | -$24.6K | ﹤0.01% | 1117 |
|
|
2023
Q2 | $656K | Buy |
8,526
+3,687
| +76% | +$284K | ﹤0.01% | 924 |
|
|
2023
Q1 | $337K | Sell |
4,839
-773
| -14% | -$53.9K | ﹤0.01% | 1632 |
|
|
2022
Q4 | $361K | Buy |
5,612
+2,016
| +56% | +$130K | ﹤0.01% | 1590 |
|
|
2022
Q3 | $219K | Buy |
3,596
+120
| +3% | +$7.31K | ﹤0.01% | 1774 |
|
|
2022
Q2 | $211K | Sell |
3,476
-205
| -6% | -$12.4K | ﹤0.01% | 1803 |
|
|
2022
Q1 | $266K | Buy |
3,681
+134
| +4% | +$9.68K | ﹤0.01% | 1802 |
|
|
2021
Q4 | $211K | Buy |
+3,547
| New | +$211K | ﹤0.01% | 1888 |
|
|
2021
Q3 | – | Sell |
-3,435
| Closed | -$208K | – | 1958 |
|
|
2021
Q2 | $208K | Buy |
3,435
+7
| +0.2% | +$424 | ﹤0.01% | 1823 |
|
|
2021
Q1 | $207K | Buy |
+3,428
| New | +$207K | ﹤0.01% | 1675 |
|
|
2020
Q1 | – | Sell |
-2,279
| Closed | -$204K | – | 1482 |
|
|
2019
Q4 | $204K | Buy |
+2,279
| New | +$204K | ﹤0.01% | 1396 |
|