RGT 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 | |
|---|---|---|---|---|---|---|---|---|
|
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% | +$190K | 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% | -$42.3K | 0.27% | 46 |
|
|
2016
Q4 | $414K | Buy |
+6,228
| New | +$414K | 0.23% | 52 |
|