First United Bank & Trust’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-38,208
| Closed | -$1.06M | – | 93 |
|
|
2015
Q3 | $1.06M | Buy |
38,208
+785
| +2% | +$21.7K | 1.03% | 35 |
|
|
2015
Q2 | $1.44M | Buy |
37,423
+3,610
| +11% | +$139K | 1.31% | 31 |
|
|
2015
Q1 | $1.42M | Buy |
33,813
+1,321
| +4% | +$55.6K | 1.29% | 28 |
|
|
2014
Q4 | $1.38M | Buy |
32,492
+2,827
| +10% | +$120K | 1.32% | 29 |
|
|
2014
Q3 | $1.14M | Buy |
29,665
+1,410
| +5% | +$54K | 1.16% | 32 |
|
|
2014
Q2 | $1.02M | Buy |
28,255
+5,310
| +23% | +$192K | 1.07% | 38 |
|
|
2014
Q1 | $745K | Buy |
+22,945
| New | +$745K | 0.8% | 54 |
|