Smith Salley Wealth Management’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-18,690
| Closed | -$359K | – | 186 |
|
|
2017
Q3 | $359K | Sell |
18,690
-1,110
| -6% | -$21.3K | 0.07% | 130 |
|
|
2017
Q2 | $379K | Sell |
19,800
-3,178
| -14% | -$60.8K | 0.08% | 124 |
|
|
2017
Q1 | $499K | Sell |
22,978
-433,408
| -95% | -$9.41M | 0.1% | 111 |
|
|
2016
Q4 | $9.45M | Sell |
456,386
-1,396
| -0.3% | -$28.9K | 1.97% | 11 |
|
|
2016
Q3 | $10.6M | Buy |
457,782
+12,465
| +3% | +$288K | 2.35% | 3 |
|
|
2016
Q2 | $8.33M | Buy |
445,317
+33,530
| +8% | +$628K | 1.94% | 10 |
|
|
2016
Q1 | $7.35M | Buy |
411,787
+90,038
| +28% | +$1.61M | 1.84% | 13 |
|
|
2015
Q4 | $4.8M | Buy |
321,749
+135,054
| +72% | +$2.01M | 1.2% | 32 |
|
|
2015
Q3 | $5.17M | Sell |
186,695
-766
| -0.4% | -$21.2K | 1.39% | 25 |
|
|
2015
Q2 | $7.2M | Buy |
187,461
+7,848
| +4% | +$301K | 1.83% | 11 |
|
|
2015
Q1 | $7.56M | Buy |
179,613
+27,601
| +18% | +$1.16M | 1.93% | 11 |
|
|
2014
Q4 | $6.43M | Buy |
152,012
+29,419
| +24% | +$1.24M | 1.67% | 16 |
|
|
2014
Q3 | $4.7M | Buy |
122,593
+19,535
| +19% | +$749K | 1.25% | 24 |
|
|
2014
Q2 | $3.74M | Buy |
103,058
+35,709
| +53% | +$1.29M | 1% | 31 |
|
|
2014
Q1 | $2.19M | Buy |
67,349
+4,301
| +7% | +$140K | 1.37% | 31 |
|
|
2013
Q4 | $2.27M | Buy |
63,048
+4,678
| +8% | +$168K | 1.48% | 27 |
|
|
2013
Q3 | $2.08M | Buy |
58,370
+4,322
| +8% | +$154K | 1.67% | 25 |
|
|
2013
Q2 | $2.06M | Buy |
+54,048
| New | +$2.06M | 1.66% | 25 |
|