MWP
MYCIO Wealth Partners’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-9,658
| Closed | -$210K | – | 245 |
|
|
2017
Q1 | $210K | Buy |
+9,658
| New | +$210K | 0.03% | 225 |
|
|
2016
Q4 | – | Sell |
-7,422
| Closed | -$172K | – | 454 |
|
|
2016
Q3 | $172K | Hold |
7,422
| – | – | 0.03% | 195 |
|
|
2016
Q2 | $139K | Sell |
7,422
-2,000
| -21% | -$37.5K | 0.02% | 215 |
|
|
2016
Q1 | $168K | Buy |
9,422
+2,000
| +27% | +$35.7K | 0.03% | 172 |
|
|
2015
Q4 | $111K | Buy |
7,422
+854
| +13% | +$12.8K | 0.02% | 207 |
|
|
2015
Q3 | $182K | Sell |
6,568
-1,327
| -17% | -$36.8K | 0.04% | 148 |
|
|
2015
Q2 | $303K | Buy |
7,895
+1,376
| +21% | +$52.8K | 0.06% | 114 |
|
|
2015
Q1 | $274K | Buy |
6,519
+4,868
| +295% | +$205K | 0.06% | 117 |
|
|
2014
Q4 | $70K | Buy |
+1,651
| New | +$70K | 0.01% | 234 |
|