Krilogy Financial’s Kirby Corp KEX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-10,750
| Closed | -$1.02M | – | 228 |
|
2024
Q1 | $1.02M | Sell |
10,750
-500
| -4% | -$47.7K | 0.08% | 164 |
|
2023
Q4 | $883K | Buy |
11,250
+1,000
| +10% | +$78.5K | 0.08% | 154 |
|
2023
Q3 | $849K | Sell |
10,250
-1,770
| -15% | -$147K | 0.08% | 155 |
|
2023
Q2 | $925K | Sell |
12,020
-2,000
| -14% | -$154K | 0.08% | 154 |
|
2023
Q1 | $977K | Buy |
14,020
+2,000
| +17% | +$139K | 0.08% | 184 |
|
2022
Q4 | $773K | Buy |
+12,020
| New | +$773K | 0.07% | 193 |
|