Advocacy Wealth Management Services’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-750
| Closed | -$17K | – | 351 |
|
|
2016
Q3 | $17K | Sell |
750
-1,456
| -66% | -$33K | 0.01% | 229 |
|
|
2016
Q2 | $41K | Sell |
2,206
-2,147
| -49% | -$39.9K | 0.02% | 166 |
|
|
2016
Q1 | $78K | Sell |
4,353
-905
| -17% | -$16.2K | 0.05% | 147 |
|
|
2015
Q4 | $78K | Buy |
+5,258
| New | +$78K | 0.09% | 136 |
|
|
2013
Q3 | $27K | Hold |
750
| – | – | 0.07% | 155 |
|
|
2013
Q2 | $29K | Buy |
+750
| New | +$29K | 0.12% | 114 |
|