Vontobel Swiss Wealth Advisors’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-13,775
| Closed | -$244K | – | 87 |
|
|
2018
Q3 | $244K | Hold |
13,775
| – | – | 0.14% | 74 |
|
|
2018
Q2 | $243K | Hold |
13,775
| – | – | 0.14% | 74 |
|
|
2018
Q1 | $207K | Buy |
13,775
+1,775
| +15% | +$26.7K | 0.11% | 83 |
|
|
2017
Q4 | $217K | Buy |
+12,000
| New | +$217K | 0.13% | 78 |
|
|
2017
Q2 | – | Sell |
-85,565
| Closed | -$1.86M | – | 71 |
|
|
2017
Q1 | $1.86M | Buy |
85,565
+1,713
| +2% | +$37.2K | 1.01% | 32 |
|
|
2016
Q4 | $1.74M | Sell |
83,852
-51,431
| -38% | -$1.07M | 1.07% | 32 |
|
|
2016
Q3 | $3.13M | Sell |
135,283
-23,040
| -15% | -$533K | 1.68% | 22 |
|
|
2016
Q2 | $2.67M | Sell |
158,323
-57,143
| -27% | -$963K | 1.58% | 25 |
|
|
2016
Q1 | $3.85M | Buy |
215,466
+8,735
| +4% | +$156K | 2.05% | 15 |
|
|
2015
Q4 | $3.08M | Buy |
206,731
+104,442
| +102% | +$1.56M | 1.82% | 25 |
|
|
2015
Q3 | $2.77M | Sell |
102,289
-5,005
| -5% | -$135K | 1.9% | 25 |
|
|
2015
Q2 | $3.7M | Buy |
107,294
+25,660
| +31% | +$884K | 2.48% | 17 |
|
|
2015
Q1 | $3.43M | Buy |
81,634
+18,227
| +29% | +$767K | 2.34% | 18 |
|
|
2014
Q4 | $2.67M | Buy |
+63,407
| New | +$2.67M | 1.95% | 19 |
|