Jacobus Wealth Management’s Kinder Morgan KMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
$3M Sell
2017
Q2
$3.33M Hold
2017
Q1
$3.78M Hold
2016
Q4
$3.6M Sell
2016
Q3
$4.11M Hold
2016
Q2
$3.33M Sell
2016
Q1
$3.52M Sell
2015
Q4
$3.19M Sell
2015
Q3
$8.92M Sell
2015
Q2
$12.6M Sell
2015
Q1
$14.8M Sell
2014
Q4
$14.9M Buy
2014
Q3
$949K Sell
2014
Q2
$1.03M Buy
2014
Q1
$899K Buy
2013
Q4
$844K Hold
2013
Q3
$834K Hold
2013
Q2
$895K Buy