SVA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-37,419
| Closed | -$1.04M | – | 212 |
|
|
2015
Q3 | $1.04M | Sell |
37,419
-25,826
| -41% | -$715K | 0.19% | 110 |
|
|
2015
Q2 | $2.43M | Sell |
63,245
-986
| -2% | -$37.9K | 0.45% | 67 |
|
|
2015
Q1 | $2.7M | Buy |
64,231
+35,406
| +123% | +$1.49M | 0.49% | 70 |
|
|
2014
Q4 | $1.22M | Buy |
28,825
+3,552
| +14% | +$150K | 0.44% | 52 |
|
|
2014
Q3 | $969K | Buy |
25,273
+1,490
| +6% | +$57.1K | 0.41% | 59 |
|
|
2014
Q2 | $862K | Buy |
23,783
+2,718
| +13% | +$98.5K | 0.37% | 66 |
|
|
2014
Q1 | $684K | Buy |
+21,065
| New | +$684K | 0.32% | 72 |
|