Simplicity Wealth’s Kirby Corp KEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
9,204
+1,885
| +26% | +$214K | 0.04% | 323 |
|
|
2025
Q1 | $739K | Buy |
7,319
+1,172
| +19% | +$118K | 0.06% | 284 |
|
|
2024
Q4 | $650K | Buy |
6,147
+37
| +0.6% | +$3.92K | 0.14% | 134 |
|
|
2024
Q3 | $748K | Buy |
6,110
+24
| +0.4% | +$2.94K | 0.07% | 232 |
|
|
2024
Q2 | $729K | Buy |
6,086
+372
| +7% | +$44.5K | 0.02% | 624 |
|
|
2024
Q1 | $545K | Buy |
+5,714
| New | +$545K | 0.01% | 701 |
|