JWM
Jacobus Wealth Management’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $3M | Sell |
156,406
-17,650
| -10% | -$339K | 0.79% | 36 |
|
|
2017
Q2 | $3.34M | Hold |
174,056
| – | – | 0.9% | 31 |
|
|
2017
Q1 | $3.78M | Hold |
174,056
| – | – | 1.06% | 28 |
|
|
2016
Q4 | $3.61M | Sell |
174,056
-3,584
| -2% | -$74.2K | 1.05% | 27 |
|
|
2016
Q3 | $4.11M | Hold |
177,640
| – | – | 1.2% | 23 |
|
|
2016
Q2 | $3.33M | Sell |
177,640
-19,492
| -10% | -$365K | 1.01% | 28 |
|
|
2016
Q1 | $3.52M | Sell |
197,132
-16,932
| -8% | -$302K | 1.03% | 25 |
|
|
2015
Q4 | $3.19M | Sell |
214,064
-108,086
| -34% | -$1.61M | 0.92% | 29 |
|
|
2015
Q3 | $8.92M | Sell |
322,150
-5,990
| -2% | -$166K | 2.6% | 7 |
|
|
2015
Q2 | $12.6M | Sell |
328,140
-23,357
| -7% | -$897K | 3.13% | 4 |
|
|
2015
Q1 | $14.8M | Sell |
351,497
-245
| -0.1% | -$10.3K | 3.82% | 2 |
|
|
2014
Q4 | $14.9M | Buy |
351,742
+326,982
| +1,321% | +$13.8M | 3.87% | 2 |
|
|
2014
Q3 | $949K | Sell |
24,760
-3,675
| -13% | -$141K | 0.26% | 81 |
|
|
2014
Q2 | $1.03M | Buy |
28,435
+770
| +3% | +$27.9K | 0.26% | 80 |
|
|
2014
Q1 | $899K | Buy |
27,665
+4,215
| +18% | +$137K | 0.22% | 88 |
|
|
2013
Q4 | $844K | Hold |
23,450
| – | – | 0.24% | 88 |
|
|
2013
Q3 | $834K | Hold |
23,450
| – | – | 0.29% | 66 |
|
|
2013
Q2 | $895K | Buy |
+23,450
| New | +$895K | 0.33% | 63 |
|