SAM
Symphony Asset Management’s Kirby Corp KEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-5,866
| Closed | -$390K | – | 409 |
|
|
2016
Q4 | $390K | Buy |
+5,866
| New | +$390K | 0.04% | 324 |
|
|
2014
Q4 | – | Sell |
-5,862
| Closed | -$691K | – | 416 |
|
|
2014
Q3 | $691K | Sell |
5,862
-2,626
| -31% | -$310K | 0.07% | 203 |
|
|
2014
Q2 | $995K | Buy |
+8,488
| New | +$995K | 0.1% | 218 |
|