Security National Trust’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 |
-50
| Closed | -$3K | – | 461 |
|
|
2016
Q1 | $3K | Sell |
50
-50
| -50% | -$3K | ﹤0.01% | 435 |
|
|
2015
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 412 |
|
|
2015
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 409 |
|
|
2015
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 411 |
|
|
2015
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 420 |
|
|
2014
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 435 |
|
|
2014
Q3 | $12K | Hold |
100
| – | – | ﹤0.01% | 395 |
|
|
2014
Q2 | $12K | Buy |
+100
| New | +$12K | ﹤0.01% | 400 |
|