ARS Wealth Advisors’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-12,894
| Closed | -$280K | – | 117 |
|
|
2017
Q1 | $280K | Sell |
12,894
-109
| -0.8% | -$2.37K | 0.12% | 89 |
|
|
2016
Q4 | $269K | Buy |
13,003
+109
| +0.8% | +$2.26K | 0.12% | 79 |
|
|
2016
Q3 | $298K | Buy |
+12,894
| New | +$298K | 0.13% | 72 |
|
|
2015
Q3 | – | Sell |
-7,145
| Closed | -$274K | – | 79 |
|
|
2015
Q2 | $274K | Hold |
7,145
| – | – | 0.12% | 55 |
|
|
2015
Q1 | $301K | Sell |
7,145
-138
| -2% | -$5.81K | 0.13% | 55 |
|
|
2014
Q4 | $308K | Buy |
+7,283
| New | +$308K | 0.13% | 54 |
|
|
2014
Q1 | – | Sell |
-23,335
| Closed | -$1.76M | – | 69 |
|
|
2013
Q4 | $1.76M | Buy |
+23,335
| New | +$1.76M | 1.08% | 18 |
|