CT Financial Advisors’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-3,562
| Closed | -$63.6K | – | 656 |
|
|
2016
Q1 | $63.6K | Hold |
3,562
| – | – | 0.04% | 255 |
|
|
2015
Q4 | $53.1K | Hold |
3,562
| – | – | 0.03% | 287 |
|
|
2015
Q3 | $98.6K | Hold |
3,562
| – | – | 0.06% | 210 |
|
|
2015
Q2 | $137K | Hold |
3,562
| – | – | 0.08% | 187 |
|
|
2015
Q1 | $150K | Hold |
3,562
| – | – | 0.08% | 183 |
|
|
2014
Q4 | $151K | Buy |
+3,562
| New | +$151K | 0.11% | 134 |
|
|
2014
Q1 | $150K | Buy |
+3,562
| New | +$150K | 0.08% | 183 |
|