WBH Advisory’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-10,020
| Closed | -$150K | – | 233 |
|
|
2018
Q1 | $150K | Buy |
+10,020
| New | +$150K | 0.04% | 222 |
|
|
2017
Q3 | – | Sell |
-11,079
| Closed | -$212K | – | 228 |
|
|
2017
Q2 | $212K | Buy |
11,079
+1
| +0% | +$19 | 0.06% | 220 |
|
|
2017
Q1 | $240K | Sell |
11,078
-2,266
| -17% | -$49.1K | 0.07% | 209 |
|
|
2016
Q4 | $276K | Sell |
13,344
-318
| -2% | -$6.58K | 0.09% | 184 |
|
|
2016
Q3 | $316K | Buy |
13,662
+521
| +4% | +$12.1K | 0.11% | 169 |
|
|
2016
Q2 | $246K | Sell |
13,141
-2,433
| -16% | -$45.5K | 0.1% | 170 |
|
|
2016
Q1 | $278K | Sell |
15,574
-295
| -2% | -$5.27K | 0.09% | 159 |
|
|
2015
Q4 | $236 | Sell |
15,869
-7,798
| -33% | -$116 | 0.08% | 175 |
|
|
2015
Q3 | $655K | Sell |
23,667
-3,675
| -13% | -$102K | 0.27% | 88 |
|
|
2015
Q2 | $1.05M | Sell |
27,342
-24,141
| -47% | -$926K | 0.41% | 64 |
|
|
2015
Q1 | $2.17K | Sell |
51,483
-2,788
| -5% | -$117 | 0.61% | 28 |
|
|
2014
Q4 | $2.3M | Buy |
54,271
+42,217
| +350% | +$1.79M | 0.87% | 25 |
|
|
2014
Q3 | $462K | Sell |
12,054
-260
| -2% | -$9.97K | 0.16% | 128 |
|
|
2014
Q2 | $446K | Buy |
12,314
+1,320
| +12% | +$47.8K | 0.17% | 138 |
|
|
2014
Q1 | $357K | Buy |
+10,994
| New | +$357K | 0.14% | 152 |
|