TCI Wealth Advisors’s Kirby Corp KEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-173
| Closed | -$12.1K | – | 1255 |
|
|
2023
Q1 | $12.1K | Hold |
173
| – | – | ﹤0.01% | 971 |
|
|
2022
Q4 | $11.1K | Buy |
173
+1
| +0.6% | +$67 | ﹤0.01% | 1004 |
|
|
2022
Q3 | $10K | Buy |
172
+3
| +2% | +$192 | ﹤0.01% | 1018 |
|
|
2022
Q2 | $10K | Sell |
169
-51
| -23% | -$3.32K | ﹤0.01% | 1013 |
|
|
2022
Q1 | $16K | Hold |
220
| – | – | ﹤0.01% | 798 |
|
|
2021
Q4 | $13K | Buy |
220
+153
| +228% | +$8.55K | ﹤0.01% | 971 |
|
|
2021
Q3 | $3K | Sell |
67
-33
| -33% | -$1.83K | ﹤0.01% | 1953 |
|
|
2021
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 1327 |
|
|
2021
Q1 | $6K | Buy |
100
+33
| +49% | +$1.98K | ﹤0.01% | 1152 |
|
|
2020
Q4 | $3K | Buy |
67
+51
| +319% | +$2.32K | ﹤0.01% | 1101 |
|
|
2020
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 1350 |
|
|
2020
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 1273 |
|
|
2020
Q1 | $1K | Sell |
16
-51
| -76% | -$3.47K | ﹤0.01% | 1266 |
|
|
2019
Q4 | $6K | Buy |
67
+51
| +319% | +$4.22K | ﹤0.01% | 815 |
|
|
2019
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 1314 |
|
|
2019
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 1228 |
|
|
2019
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 1245 |
|
|
2018
Q4 | $1K | Sell |
16
-11
| -41% | -$814 | ﹤0.01% | 1245 |
|
|
2018
Q3 | $2K | Hold |
27
| – | – | ﹤0.01% | 1042 |
|
|
2018
Q2 | $2K | Buy |
27
+11
| +69% | +$955 | ﹤0.01% | 1092 |
|
|
2018
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 1167 |
|
|
2017
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 1216 |
|
|
2017
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 1143 |
|
|
2017
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 1156 |
|
|
2017
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 1119 |
|
|
2016
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 1185 |
|
|
2016
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 1149 |
|
|
2016
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 1089 |
|
|
2016
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 1098 |
|
|
2015
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 947 |
|
|
2015
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 895 |
|
|
2015
Q2 | $1K | Buy |
+16
| New | +$1.27K | ﹤0.01% | 890 |
|
|
2015
Q1 | – | Sell |
-16
| Closed | -$1K | – | 919 |
|
|
2014
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 811 |
|
|
2014
Q3 | $2K | Hold |
16
| – | – | ﹤0.01% | 737 |
|
|
2014
Q2 | $2K | Hold |
16
| – | – | ﹤0.01% | 758 |
|
|
2014
Q1 | $2K | Hold |
16
| – | – | ﹤0.01% | 718 |
|
|
2013
Q4 | $2K | Hold |
16
| – | – | ﹤0.01% | 717 |
|
|
2013
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 704 |
|
|
2013
Q2 | $1K | Buy |
+16
| New | +$1.23K | ﹤0.01% | 658 |
|
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