MLL
Moody Lynn & Lieberson’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-18,529
| Closed | -$392K | – | 186 |
|
|
2019
Q4 | $392K | Hold |
18,529
| – | – | 0.04% | 172 |
|
|
2019
Q3 | $382K | Hold |
18,529
| – | – | 0.04% | 154 |
|
|
2019
Q2 | $387K | Hold |
18,529
| – | – | 0.04% | 165 |
|
|
2019
Q1 | $371K | Hold |
18,529
| – | – | 0.04% | 163 |
|
|
2018
Q4 | $285K | Hold |
18,529
| – | – | 0.04% | 175 |
|
|
2018
Q3 | $329K | Hold |
18,529
| – | – | 0.03% | 182 |
|
|
2018
Q2 | $327K | Hold |
18,529
| – | – | 0.04% | 184 |
|
|
2018
Q1 | $279K | Hold |
18,529
| – | – | 0.03% | 183 |
|
|
2017
Q4 | $338K | Hold |
18,529
| – | – | 0.04% | 189 |
|
|
2017
Q3 | $355K | Sell |
18,529
-2,452
| -12% | -$47K | 0.04% | 182 |
|
|
2017
Q2 | $402K | Buy |
20,981
+2,452
| +13% | +$47K | 0.05% | 174 |
|
|
2017
Q1 | $403K | Buy |
18,529
+50
| +0.3% | +$1.09K | 0.06% | 138 |
|
|
2016
Q4 | $383K | Hold |
18,479
| – | – | 0.06% | 140 |
|
|
2016
Q3 | $427K | Sell |
18,479
-705
| -4% | -$16.3K | 0.07% | 123 |
|
|
2016
Q2 | $359K | Sell |
19,184
-94
| -0.5% | -$1.76K | 0.06% | 130 |
|
|
2016
Q1 | $344K | Sell |
19,278
-798
| -4% | -$14.2K | 0.05% | 140 |
|
|
2015
Q4 | $300K | Sell |
20,076
-3,868
| -16% | -$57.8K | 0.05% | 152 |
|
|
2015
Q3 | $663K | Sell |
23,944
-3,594
| -13% | -$99.5K | 0.13% | 89 |
|
|
2015
Q2 | $1.06M | Buy |
27,538
+93
| +0.3% | +$3.57K | 0.17% | 93 |
|
|
2015
Q1 | $1.15M | Buy |
27,445
+556
| +2% | +$23.4K | 0.18% | 90 |
|
|
2014
Q4 | $1.14M | Buy |
+26,889
| New | +$1.14M | 0.16% | 97 |
|