GW & Wade’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-18,504
| Closed | -$276K | – | 222 |
|
|
2015
Q4 | $276K | Sell |
18,504
-11,068
| -37% | -$165K | 0.06% | 166 |
|
|
2015
Q3 | $819K | Sell |
29,572
-216
| -0.7% | -$5.98K | 0.18% | 94 |
|
|
2015
Q2 | $1.14M | Sell |
29,788
-203
| -0.7% | -$7.8K | 0.23% | 89 |
|
|
2015
Q1 | $1.26M | Buy |
+29,991
| New | +$1.26M | 0.24% | 83 |
|