RegentAtlantic Capital’s Kirby Corp KEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-4,360
| Closed | -$263K | – | 385 |
|
|
2016
Q1 | $263K | Sell |
4,360
-145
| -3% | -$8.75K | 0.03% | 330 |
|
|
2015
Q4 | $237K | Sell |
4,505
-4,800
| -52% | -$253K | 0.03% | 338 |
|
|
2015
Q3 | $576K | Buy |
+9,305
| New | +$576K | 0.06% | 237 |
|
|
2015
Q1 | – | Sell |
-2,085
| Closed | -$168K | – | 645 |
|
|
2014
Q4 | $168K | Buy |
+2,085
| New | +$168K | 0.01% | 383 |
|