KFA
Kelleher Financial Advisors’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-153,106
| Closed | -$3.17M | – | 110 |
|
|
2016
Q4 | $3.17M | Sell |
153,106
-23,280
| -13% | -$482K | 1.76% | 16 |
|
|
2016
Q3 | $4.08M | Buy |
176,386
+219
| +0.1% | +$5.06K | 2.31% | 11 |
|
|
2016
Q2 | $3.3M | Buy |
176,167
+9,150
| +5% | +$171K | 2% | 14 |
|
|
2016
Q1 | $2.98M | Buy |
167,017
+1,000
| +0.6% | +$17.9K | 1.64% | 15 |
|
|
2015
Q4 | $2.48M | Sell |
166,017
-1,900
| -1% | -$28.3K | 1.68% | 22 |
|
|
2015
Q3 | $4.65M | Sell |
167,917
-3,097
| -2% | -$85.7K | 3.08% | 5 |
|
|
2015
Q2 | $6.57M | Sell |
171,014
-1,000
| -0.6% | -$38.4K | 3.75% | 4 |
|
|
2015
Q1 | $7.23M | Buy |
172,014
+194
| +0.1% | +$8.16K | 4% | 4 |
|
|
2014
Q4 | $7.27M | Hold |
171,820
| – | – | 3.9% | 4 |
|
|
2014
Q3 | $6.65M | Buy |
171,820
+750
| +0.4% | +$29K | 3.6% | 4 |
|
|
2014
Q2 | $6.2M | Buy |
171,070
+7,900
| +5% | +$286K | 3.24% | 5 |
|
|
2014
Q1 | $5.3M | Buy |
163,170
+5,807
| +4% | +$189K | 2.88% | 5 |
|
|
2013
Q4 | $5.67M | Buy |
157,363
+5,051
| +3% | +$182K | 2.93% | 5 |
|
|
2013
Q3 | $5.42M | Sell |
152,312
-200
| -0.1% | -$7.11K | 3.09% | 5 |
|
|
2013
Q2 | $5.82M | Buy |
+152,512
| New | +$5.82M | 3.55% | 3 |
|