Mark Sheptoff Financial Planning’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 |
-641
| Closed | – | – | 390 |
|
2017
Q1 | $0 | Sell |
641
-319
| -33% | – | ﹤0.01% | 383 |
|
2016
Q4 | $0 | Hold |
960
| – | – | ﹤0.01% | 388 |
|
2016
Q3 | $0 | Sell |
960
-320
| -25% | – | ﹤0.01% | 391 |
|
2016
Q2 | $0 | Hold |
1,280
| – | – | ﹤0.01% | 395 |
|
2016
Q1 | $0 | Hold |
1,280
| – | – | ﹤0.01% | 419 |
|
2015
Q4 | $0 | Sell |
1,280
-320
| -20% | – | ﹤0.01% | 454 |
|
2015
Q3 | $1K | Sell |
1,600
-1,024
| -39% | -$640 | ﹤0.01% | 393 |
|
2015
Q2 | $7K | Sell |
2,624
-320
| -11% | -$854 | 0.01% | 294 |
|
2015
Q1 | $12K | Sell |
2,944
-320
| -10% | -$1.3K | 0.01% | 257 |
|
2014
Q4 | $14K | Sell |
3,264
-320
| -9% | -$1.37K | 0.01% | 247 |
|
2014
Q3 | $13K | Hold |
3,584
| – | – | 0.01% | 259 |
|
2014
Q2 | $10K | Hold |
3,584
| – | – | 0.01% | 278 |
|
2014
Q1 | $6K | Buy |
+3,584
| New | +$6K | 0.01% | 317 |
|