Veritable’s Kirby Corp KEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-3,501
| Closed | -$218K | – | 755 |
|
|
2016
Q3 | $218K | Buy |
3,501
+79
| +2% | +$4.92K | 0.01% | 663 |
|
|
2016
Q2 | $214K | Buy |
3,422
+37
| +1% | +$2.31K | 0.01% | 656 |
|
|
2016
Q1 | $204K | Buy |
+3,385
| New | +$204K | 0.01% | 660 |
|
|
2015
Q4 | – | Sell |
-11,540
| Closed | -$715K | – | 747 |
|
|
2015
Q3 | $715K | Buy |
11,540
+45
| +0.4% | +$2.79K | 0.02% | 366 |
|
|
2015
Q2 | $881K | Sell |
11,495
-120
| -1% | -$9.2K | 0.02% | 330 |
|
|
2015
Q1 | $872K | Buy |
11,615
+485
| +4% | +$36.4K | 0.02% | 442 |
|
|
2014
Q4 | $899K | Buy |
11,130
+2,621
| +31% | +$212K | 0.02% | 431 |
|
|
2014
Q3 | $1M | Sell |
8,509
-1,366
| -14% | -$161K | 0.02% | 404 |
|
|
2014
Q2 | $1.16M | Sell |
9,875
-34
| -0.3% | -$3.98K | 0.02% | 377 |
|
|
2014
Q1 | $1M | Sell |
9,909
-778
| -7% | -$78.8K | 0.02% | 397 |
|
|
2013
Q4 | $1.06M | Hold |
10,687
| – | – | 0.02% | 381 |
|
|
2013
Q3 | $925K | Buy |
10,687
+32
| +0.3% | +$2.77K | 0.02% | 403 |
|
|
2013
Q2 | $847K | Buy |
+10,655
| New | +$847K | 0.02% | 434 |
|