WAM
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Wealthspire Advisors (Maryland)’s Kirby Corp KEX Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio KEX Stock Details KEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-283
Closed -$21K – 1286
2019
Q1 		$21K Buy
283
+143
+102% +$10.4K ﹤0.01% 1251
2018
Q4 		$9K Buy
140
+14
+11% +$1.04K ﹤0.01% 1507
2018
Q3 		$10K Hold
126
– – ﹤0.01% 1522
2018
Q2 		$11K Hold
126
– – ﹤0.01% 1504
2018
Q1 		$10K Hold
126
– – ﹤0.01% 1575
2017
Q4 		$8K Buy
126
+11
+10% +$721 ﹤0.01% 1677
2017
Q3 		$8K Buy
115
+15
+15% +$951 ﹤0.01% 1655
2017
Q2 		$7K Hold
100
– – ﹤0.01% 1659
2017
Q1 		$7K Sell
100
-544
-84% -$37.1K ﹤0.01% 1449
2016
Q4 		$43K Sell
644
-205
-24% -$13K 0.01% 815
2016
Q3 		$53K Hold
849
– – 0.01% 761
2016
Q2 		$53K Buy
849
+89
+12% +$5.83K 0.01% 718
2016
Q1 		$46K Buy
760
+103
+16% +$5.62K 0.01% 723
2015
Q4 		$35K Buy
+657
New +$40.7K 0.01% 808

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