WFG Advisors’s Kirby Corp KEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $60K | Hold |
900
| – | – | 0.01% | 659 |
|
|
2017
Q1 | $63K | Hold |
900
| – | – | 0.02% | 603 |
|
|
2016
Q4 | $60K | Hold |
900
| – | – | 0.01% | 677 |
|
|
2016
Q3 | $56K | Hold |
900
| – | – | 0.01% | 679 |
|
|
2016
Q2 | $56K | Buy |
900
+100
| +13% | +$6.22K | 0.01% | 662 |
|
|
2016
Q1 | $48K | Buy |
800
+200
| +33% | +$12K | 0.01% | 675 |
|
|
2015
Q4 | $32K | Hold |
600
| – | – | 0.01% | 777 |
|
|
2015
Q3 | $37K | Buy |
600
+200
| +50% | +$12.3K | 0.01% | 730 |
|
|
2015
Q2 | $31K | Buy |
400
+200
| +100% | +$15.5K | 0.01% | 853 |
|
|
2015
Q1 | $15K | Buy |
200
+100
| +100% | +$7.5K | ﹤0.01% | 1075 |
|
|
2014
Q4 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 1512 |
|