RWA
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RGT Wealth Advisors’s Kirby Corp KEX Stock Holding History

RGT Wealth Advisors’s Portfolio KEX Stock Details KEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-8,474
Closed -$652K – 61
2018
Q1 		$652K Hold
8,474
– – 0.31% 37
2017
Q4 		$566K Buy
8,474
+2,846
+51% +$187K 0.3% 38
2017
Q3 		$371K Hold
5,628
– – 0.25% 47
2017
Q2 		$376K Hold
5,628
– – 0.26% 42
2017
Q1 		$397K Sell
5,628
-600
-10% -$41K 0.27% 46
2016
Q4 		$414K Buy
+6,228
New +$394K 0.23% 52

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