WR Wealth Planners’s Kirby Corp KEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $52.9K | Hold |
500
| – | – | 0.02% | 316 |
|
|
2024
Q3 | $61.2K | Hold |
500
| – | – | 0.02% | 315 |
|
|
2024
Q2 | $59.9K | Hold |
500
| – | – | 0.02% | 309 |
|
|
2024
Q1 | $47.7K | Buy |
+500
| New | +$47.7K | 0.01% | 341 |
|
|
2023
Q4 | – | Sell |
-500
| Closed | -$41.4K | – | 547 |
|
|
2023
Q3 | $41.4K | Hold |
500
| – | – | 0.02% | 341 |
|
|
2023
Q2 | $38.5K | Hold |
500
| – | – | 0.01% | 348 |
|
|
2023
Q1 | $34.9K | Buy |
+500
| New | +$34.9K | 0.02% | 367 |
|