JWBC
J.W. Burns & Co’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-12,496
| Closed | -$346K | – | 149 |
|
|
2015
Q3 | $346K | Sell |
12,496
-38,562
| -76% | -$1.07M | 0.12% | 121 |
|
|
2015
Q2 | $1.96M | Sell |
51,058
-610
| -1% | -$23.4K | 0.64% | 50 |
|
|
2015
Q1 | $2.17M | Sell |
51,668
-248
| -0.5% | -$10.4K | 0.71% | 49 |
|
|
2014
Q4 | $2.2M | Buy |
+51,916
| New | +$2.2M | 0.72% | 47 |
|