IWM
Integrated Wealth Management’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $391K | Sell |
17,963
-130
| -0.7% | -$2.83K | 0.13% | 157 |
|
|
2016
Q4 | $375K | Sell |
18,093
-19,947
| -52% | -$413K | 0.14% | 156 |
|
|
2016
Q3 | $880K | Buy |
38,040
+61
| +0.2% | +$1.41K | 0.32% | 77 |
|
|
2016
Q2 | $711K | Sell |
37,979
-962
| -2% | -$18K | 0.27% | 80 |
|
|
2016
Q1 | $695K | Sell |
38,941
-3,269
| -8% | -$58.3K | 0.29% | 74 |
|
|
2015
Q4 | $630K | Sell |
42,210
-1,507
| -3% | -$22.5K | 0.27% | 82 |
|
|
2015
Q3 | $1.21M | Buy |
43,717
+2,345
| +6% | +$64.9K | 0.53% | 46 |
|
|
2015
Q2 | $1.59M | Buy |
41,372
+266
| +0.6% | +$10.2K | 0.62% | 34 |
|
|
2015
Q1 | $1.73M | Buy |
+41,106
| New | +$1.73M | 0.72% | 30 |
|