VWM
Vector Wealth Management’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $376K | Sell |
18,166
-3,316
| -15% | -$68.6K | 0.26% | 52 |
|
|
2016
Q3 | $497K | Hold |
21,482
| – | – | 0.34% | 40 |
|
|
2016
Q2 | $402K | Hold |
21,482
| – | – | 0.27% | 48 |
|
|
2016
Q1 | $384K | Hold |
21,482
| – | – | 0.28% | 42 |
|
|
2015
Q4 | $321K | Buy |
21,482
+9,275
| +76% | +$139K | 0.25% | 53 |
|
|
2015
Q3 | $288K | Sell |
12,207
-5,675
| -32% | -$134K | 0.23% | 58 |
|
|
2015
Q2 | $686K | Buy |
17,882
+8,597
| +93% | +$330K | 0.54% | 24 |
|
|
2015
Q1 | $391K | Sell |
9,285
-75
| -0.8% | -$3.16K | 0.32% | 35 |
|
|
2014
Q4 | $396K | Buy |
+9,360
| New | +$396K | 0.3% | 33 |
|