Monroe Bank & Trust’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-1,112
| Closed | -$20K | – | 225 |
|
|
2016
Q1 | $20K | Hold |
1,112
| – | – | 0.01% | 228 |
|
|
2015
Q4 | $17K | Sell |
1,112
-1,113
| -50% | -$17K | 0.01% | 226 |
|
|
2015
Q3 | $61K | Hold |
2,225
| – | – | 0.02% | 166 |
|
|
2015
Q2 | $85K | Hold |
2,225
| – | – | 0.03% | 151 |
|
|
2015
Q1 | $94K | Sell |
2,225
-17,144
| -89% | -$724K | 0.03% | 149 |
|
|
2014
Q4 | $819K | Buy |
+19,369
| New | +$819K | 0.28% | 77 |
|