TSWM
Triangle Securities Wealth Management’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-23,417
| Closed | -$185K | – | 141 |
|
|
2015
Q4 | $185K | Sell |
23,417
-56,641
| -71% | -$447K | 0.12% | 118 |
|
|
2015
Q3 | $2.22M | Sell |
80,058
-10,543
| -12% | -$292K | 1.68% | 16 |
|
|
2015
Q2 | $3.48M | Sell |
90,601
-2,925
| -3% | -$112K | 2.46% | 6 |
|
|
2015
Q1 | $3.93M | Sell |
93,526
-9,282
| -9% | -$390K | 2.72% | 4 |
|
|
2014
Q4 | $4.35M | Buy |
102,808
+77,964
| +314% | +$3.3M | 3.1% | 2 |
|
|
2014
Q3 | $953K | Sell |
24,844
-200
| -0.8% | -$7.67K | 0.73% | 48 |
|
|
2014
Q2 | $908K | Buy |
25,044
+11,023
| +79% | +$400K | 0.7% | 53 |
|
|
2014
Q1 | $542K | Sell |
14,021
-6,922
| -33% | -$268K | 0.49% | 67 |
|
|
2013
Q4 | $754K | Buy |
20,943
+7,475
| +56% | +$269K | 0.61% | 61 |
|
|
2013
Q3 | $479K | Sell |
13,468
-553
| -4% | -$19.7K | 0.42% | 75 |
|
|
2013
Q2 | $535K | Buy |
+14,021
| New | +$535K | 0.4% | 70 |
|