TFO Wealth Partners’s Kirby Corp KEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3
| Closed | -$286 | – | 423 |
|
|
2024
Q1 | $286 | Hold |
3
| – | – | ﹤0.01% | 411 |
|
|
2023
Q4 | $235 | Hold |
3
| – | – | ﹤0.01% | 593 |
|
|
2023
Q3 | $231 | Hold |
3
| – | – | ﹤0.01% | 750 |
|
|
2023
Q2 | $231 | Hold |
3
| – | – | ﹤0.01% | 467 |
|
|
2023
Q1 | $209 | Buy |
3
+2
| +200% | +$139 | ﹤0.01% | 464 |
|
|
2022
Q4 | $136 | Buy |
+1
| New | +$136 | ﹤0.01% | 707 |
|