KFA
KMI.WS

Kelleher Financial Advisors’s Kinder Morgan Inc KMI.WS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
-14,000
Closed 94
2017
Q1
$0 Sell
14,000
-77,176
-85% ﹤0.01% 148
2016
Q4
$0 Sell
91,176
-207,709
-69% ﹤0.01% 150
2016
Q3
$4K Hold
298,885
﹤0.01% 146
2016
Q2
$4K Buy
298,885
+26,374
+10% +$353 ﹤0.01% 137
2016
Q1
$10K Sell
272,511
-26,374
-9% -$968 0.01% 203
2015
Q4
$17K Sell
298,885
-67,400
-18% -$3.83K 0.01% 117
2015
Q3
$336K Sell
366,285
-1,920
-0.5% -$1.76K 0.22% 81
2015
Q2
$994K Sell
368,205
-46,434
-11% -$125K 0.57% 51
2015
Q1
$1.7M Sell
414,639
-6,329
-2% -$25.9K 0.94% 38
2014
Q4
$1.79M Buy
420,968
+2,000
+0.5% +$8.52K 0.96% 38
2014
Q3
$1.46M Sell
418,968
-1,056
-0.3% -$3.69K 0.79% 40
2014
Q2
$1.17M Buy
420,024
+2,500
+0.6% +$6.95K 0.61% 44
2014
Q1
$734K Sell
417,524
-580
-0.1% -$1.02K 0.4% 52
2013
Q4
$1.7M Buy
418,104
+18,200
+5% +$73.9K 0.88% 35
2013
Q3
$1.99M Sell
399,904
-3,560
-0.9% -$17.7K 1.13% 33
2013
Q2
$2.07M Buy
+403,464
New +$2.07M 1.26% 28