US Financial Advisors’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q2 | – | Sell |
-857
| Closed | -$15K | – | 232 |
|
2016
Q1 | $15K | Buy |
857
+528
| +160% | +$9.24K | 0.03% | 182 |
|
2015
Q4 | $5K | Sell |
329
-2,226
| -87% | -$33.8K | ﹤0.01% | 379 |
|
2015
Q3 | $71K | Buy |
2,555
+2,226
| +677% | +$61.9K | 0.12% | 88 |
|
2015
Q2 | $13K | Buy |
329
+54
| +20% | +$2.13K | 0.01% | 215 |
|
2015
Q1 | $12K | Hold |
275
| – | – | 0.01% | 247 |
|
2014
Q4 | $12K | Buy |
+275
| New | +$12K | 0.01% | 232 |
|