Waverly Advisors’s Kinder Morgan Inc KMI.WS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-2
| Closed | – | – | 439 |
|
|
2015
Q1 | $0 | Sell |
2
-366
| -99% | – | ﹤0.01% | 468 |
|
|
2014
Q4 | $2K | Hold |
368
| – | – | ﹤0.01% | 394 |
|
|
2014
Q3 | $1K | Hold |
368
| – | – | ﹤0.01% | 757 |
|
|
2014
Q2 | $1K | Hold |
368
| – | – | ﹤0.01% | 718 |
|
|
2014
Q1 | $1K | Sell |
368
-529
| -59% | -$1.44K | ﹤0.01% | 688 |
|
|
2013
Q4 | $4K | Sell |
897
-150
| -14% | -$669 | ﹤0.01% | 729 |
|
|
2013
Q3 | $5K | Buy |
+1,047
| New | +$5K | ﹤0.01% | 499 |
|