One Wealth Advisors’s Kirby Corp KEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,737
| Closed | -$213K | – | 269 |
|
|
2024
Q3 | $213K | Sell |
1,737
-108
| -6% | -$13.2K | 0.03% | 249 |
|
|
2024
Q2 | $215K | Buy |
+1,845
| New | +$215K | 0.05% | 217 |
|
|
2023
Q1 | – | Sell |
-2,217
| Closed | -$143K | – | 416 |
|
|
2022
Q4 | $143K | Buy |
+2,217
| New | +$143K | 0.03% | 241 |
|
|
2020
Q1 | – | Sell |
-2,486
| Closed | -$223K | – | 123 |
|
|
2019
Q4 | $223K | Hold |
2,486
| – | – | 0.16% | 97 |
|
|
2019
Q3 | $204K | Buy |
+2,486
| New | +$204K | 0.18% | 101 |
|
|
2019
Q2 | – | Sell |
-1,726
| Closed | -$130K | – | 311 |
|
|
2019
Q1 | $130K | Buy |
+1,726
| New | +$130K | 0.11% | 155 |
|
|
2018
Q4 | – | Sell |
-1,916
| Closed | -$158K | – | 297 |
|
|
2018
Q3 | $158K | Buy |
1,916
+17
| +0.9% | +$1.4K | 0.12% | 148 |
|
|
2018
Q2 | $159K | Sell |
1,899
-9
| -0.5% | -$754 | 0.13% | 150 |
|
|
2018
Q1 | $147K | Sell |
1,908
-245
| -11% | -$18.9K | 0.13% | 146 |
|
|
2017
Q4 | $144K | Buy |
+2,153
| New | +$144K | 0.12% | 155 |
|