Modern Wealth Management’s Kirby Corp KEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Buy |
2,411
+77
| +3% | +$8.73K | 0.01% | 620 |
|
|
2025
Q1 | $236K | Buy |
2,334
+370
| +19% | +$37.4K | 0.01% | 597 |
|
|
2024
Q4 | $208K | Sell |
1,964
-44
| -2% | -$4.66K | 0.01% | 545 |
|
|
2024
Q3 | $246K | Buy |
2,008
+63
| +3% | +$7.71K | 0.02% | 379 |
|
|
2024
Q2 | $233K | Buy |
+1,945
| New | +$233K | 0.02% | 361 |
|