Mariner Wealth Advisors (Cincinnati)’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $989K | Buy |
55,769
+9,174
| +20% | +$163K | 0.05% | 142 |
|
|
2018
Q2 | $823K | Sell |
46,595
-305
| -0.7% | -$5.39K | 0.05% | 143 |
|
|
2018
Q1 | $706K | Sell |
46,900
-1,099
| -2% | -$16.5K | 0.04% | 154 |
|
|
2017
Q4 | $867K | Buy |
47,999
+16,229
| +51% | +$293K | 0.05% | 134 |
|
|
2017
Q3 | $609K | Sell |
31,770
-1,695
| -5% | -$32.5K | 0.04% | 149 |
|
|
2017
Q2 | $641K | Buy |
33,465
+458
| +1% | +$8.77K | 0.04% | 148 |
|
|
2017
Q1 | $718K | Buy |
33,007
+720
| +2% | +$15.7K | 0.05% | 140 |
|
|
2016
Q4 | $669K | Buy |
32,287
+3,141
| +11% | +$65.1K | 0.05% | 139 |
|
|
2016
Q3 | $674K | Buy |
29,146
+360
| +1% | +$8.33K | 0.06% | 137 |
|
|
2016
Q2 | $539K | Buy |
28,786
+7,754
| +37% | +$145K | 0.05% | 158 |
|
|
2016
Q1 | $376K | Sell |
21,032
-9,296
| -31% | -$166K | 0.04% | 174 |
|
|
2015
Q4 | $452K | Buy |
+30,328
| New | +$452K | 0.04% | 157 |
|
|
2015
Q1 | $5.83M | Sell |
138,556
-8,877
| -6% | -$373K | 0.82% | 41 |
|
|
2014
Q4 | $6.24M | Buy |
147,433
+75,988
| +106% | +$3.22M | 0.9% | 39 |
|
|
2014
Q3 | $2.74M | Buy |
+71,445
| New | +$2.74M | 0.44% | 46 |
|