LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-300
| Closed | -$5.07K | – | 579 |
|
|
2023
Q3 | $5.07K | Hold |
300
| – | – | ﹤0.01% | 550 |
|
|
2023
Q2 | $5.17K | Buy |
+300
| New | +$5.17K | ﹤0.01% | 574 |
|
|
2022
Q3 | – | Sell |
-100
| Closed | -$2K | – | 618 |
|
|
2022
Q2 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 613 |
|
|
2021
Q3 | – | Sell |
-50
| Closed | – | – | 856 |
|
|
2021
Q2 | $0 | Buy |
+50
| New | – | ﹤0.01% | 949 |
|
|
2021
Q1 | – | Sell |
-50
| Closed | – | – | 518 |
|
|
2020
Q4 | $0 | Buy |
+50
| New | – | ﹤0.01% | 785 |
|
|
2020
Q1 | – | Sell |
-150
| Closed | -$3K | – | 679 |
|
|
2019
Q4 | $3K | Buy |
+150
| New | +$3K | ﹤0.01% | 629 |
|
|
2019
Q2 | – | Sell |
-28
| Closed | – | – | 738 |
|
|
2019
Q1 | $0 | Buy |
+28
| New | – | ﹤0.01% | 731 |
|
|
2018
Q2 | – | Sell |
-1,430
| Closed | -$22K | – | 707 |
|
|
2018
Q1 | $22K | Hold |
1,430
| – | – | ﹤0.01% | 524 |
|
|
2017
Q4 | $26K | Hold |
1,430
| – | – | ﹤0.01% | 489 |
|
|
2017
Q3 | $27K | Hold |
1,430
| – | – | ﹤0.01% | 477 |
|
|
2017
Q2 | $29K | Hold |
1,430
| – | – | ﹤0.01% | 464 |
|
|
2017
Q1 | $31K | Hold |
1,430
| – | – | ﹤0.01% | 457 |
|
|
2016
Q4 | $30K | Sell |
1,430
-2,233
| -61% | -$46.8K | ﹤0.01% | 441 |
|
|
2016
Q3 | $85K | Hold |
3,663
| – | – | ﹤0.01% | 349 |
|
|
2016
Q2 | $69K | Sell |
3,663
-834
| -19% | -$15.7K | ﹤0.01% | 364 |
|
|
2016
Q1 | $80K | Sell |
4,497
-22,582
| -83% | -$402K | ﹤0.01% | 334 |
|
|
2015
Q4 | $404K | Sell |
27,079
-6,400
| -19% | -$95.5K | 0.01% | 213 |
|
|
2015
Q3 | $1.29M | Hold |
33,479
| – | – | 0.03% | 140 |
|
|
2015
Q2 | $1.29M | Sell |
33,479
-585
| -2% | -$22.5K | 0.03% | 140 |
|
|
2015
Q1 | $1.43M | Sell |
34,064
-200
| -0.6% | -$8.41K | 0.04% | 139 |
|
|
2014
Q4 | $1.45M | Buy |
+34,264
| New | +$1.45M | 0.04% | 132 |
|
|
2014
Q1 | – | Sell |
-250
| Closed | -$9K | – | 629 |
|
|
2013
Q4 | $9K | Sell |
250
-391
| -61% | -$14.1K | ﹤0.01% | 530 |
|
|
2013
Q3 | $23K | Buy |
641
+250
| +64% | +$8.97K | ﹤0.01% | 428 |
|
|
2013
Q2 | $15K | Buy |
+391
| New | +$15K | ﹤0.01% | 500 |
|