DWA
KMI.WS
Douglass Winthrop Advisors’s Kinder Morgan Inc KMI.WS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | – | Sell |
-33,200
| Closed | – | – | 251 |
|
2016
Q3 | $0 | Hold |
33,200
| – | – | ﹤0.01% | 251 |
|
2016
Q2 | $1K | Hold |
33,200
| – | – | ﹤0.01% | 238 |
|
2016
Q1 | $1K | Hold |
33,200
| – | – | ﹤0.01% | 224 |
|
2015
Q4 | $2K | Sell |
33,200
-1,280
| -4% | -$77 | ﹤0.01% | 233 |
|
2015
Q3 | $32K | Hold |
34,480
| – | – | ﹤0.01% | 234 |
|
2015
Q2 | $141K | Hold |
34,480
| – | – | 0.01% | 245 |
|
2015
Q1 | $141K | Hold |
34,480
| – | – | 0.01% | 245 |
|
2014
Q4 | $147K | Hold |
34,480
| – | – | 0.01% | 210 |
|
2014
Q3 | $126K | Buy |
34,480
+640
| +2% | +$2.34K | 0.01% | 193 |
|
2014
Q2 | $94K | Hold |
33,840
| – | – | 0.01% | 186 |
|
2014
Q1 | $60K | Hold |
33,840
| – | – | 0.01% | 189 |
|
2013
Q4 | $137K | Hold |
33,840
| – | – | 0.01% | 184 |
|
2013
Q3 | $168K | Hold |
33,840
| – | – | 0.02% | 172 |
|
2013
Q2 | $173K | Buy |
+33,840
| New | +$173K | 0.02% | 171 |
|