Montecito 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-5,731
| Closed | -$119K | – | 284 |
|
|
2016
Q4 | $119K | Buy |
+5,731
| New | +$119K | 0.04% | 208 |
|
|
2015
Q4 | – | Sell |
-21,364
| Closed | -$591K | – | 177 |
|
|
2015
Q3 | $591K | Sell |
21,364
-11,625
| -35% | -$322K | 0.33% | 60 |
|
|
2015
Q2 | $1.39M | Hold |
32,989
| – | – | 0.69% | 32 |
|
|
2015
Q1 | $1.39M | Sell |
32,989
-2,240
| -6% | -$94.2K | 0.69% | 32 |
|
|
2014
Q4 | $1.49M | Buy |
+35,229
| New | +$1.49M | 0.78% | 29 |
|