Spectrum Advisory Services’s Kirby Corp KEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $582K | Buy |
9,650
+1,700
| +21% | +$103K | 0.23% | 98 |
|
|
2015
Q4 | $418K | Buy |
7,950
+2,650
| +50% | +$139K | 0.17% | 110 |
|
|
2015
Q3 | $328K | Hold |
5,300
| – | – | 0.14% | 116 |
|
|
2015
Q2 | $406K | Hold |
5,300
| – | – | 0.15% | 118 |
|
|
2015
Q1 | $398K | Sell |
5,300
-500
| -9% | -$37.5K | 0.14% | 122 |
|
|
2014
Q4 | $468K | Hold |
5,800
| – | – | 0.16% | 119 |
|
|
2014
Q3 | $684K | Hold |
5,800
| – | – | 0.25% | 105 |
|
|
2014
Q2 | $679K | Hold |
5,800
| – | – | 0.23% | 108 |
|
|
2014
Q1 | $587K | Hold |
5,800
| – | – | 0.21% | 112 |
|
|
2013
Q4 | $576K | Hold |
5,800
| – | – | 0.2% | 114 |
|
|
2013
Q3 | $502K | Hold |
5,800
| – | – | 0.19% | 117 |
|
|
2013
Q2 | $461K | Buy |
+5,800
| New | +$461K | 0.19% | 117 |
|