Wealthspire Advisors (Maryland)’s Kirby Corp KEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-283
| Closed | -$21K | – | 1285 |
|
|
2019
Q1 | $21K | Buy |
283
+143
| +102% | +$10.6K | ﹤0.01% | 1251 |
|
|
2018
Q4 | $9K | Buy |
140
+14
| +11% | +$900 | ﹤0.01% | 1506 |
|
|
2018
Q3 | $10K | Hold |
126
| – | – | ﹤0.01% | 1520 |
|
|
2018
Q2 | $11K | Hold |
126
| – | – | ﹤0.01% | 1502 |
|
|
2018
Q1 | $10K | Hold |
126
| – | – | ﹤0.01% | 1575 |
|
|
2017
Q4 | $8K | Buy |
126
+11
| +10% | +$698 | ﹤0.01% | 1677 |
|
|
2017
Q3 | $8K | Buy |
115
+15
| +15% | +$1.04K | ﹤0.01% | 1655 |
|
|
2017
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 1659 |
|
|
2017
Q1 | $7K | Sell |
100
-544
| -84% | -$38.1K | ﹤0.01% | 1449 |
|
|
2016
Q4 | $43K | Sell |
644
-205
| -24% | -$13.7K | 0.01% | 815 |
|
|
2016
Q3 | $53K | Hold |
849
| – | – | 0.01% | 761 |
|
|
2016
Q2 | $53K | Buy |
849
+89
| +12% | +$5.56K | 0.01% | 718 |
|
|
2016
Q1 | $46K | Buy |
760
+103
| +16% | +$6.23K | 0.01% | 723 |
|
|
2015
Q4 | $35K | Buy |
+657
| New | +$35K | 0.01% | 808 |
|