Wealthfront’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | $775K | Buy |
43,726
+9,299
| +27% | +$165K | 0.01% | 312 |
|
2018
Q2 | $608K | Buy |
34,427
+4,169
| +14% | +$73.6K | 0.01% | 337 |
|
2018
Q1 | $456K | Sell |
30,258
-8,791
| -23% | -$132K | ﹤0.01% | 391 |
|
2017
Q4 | $706K | Sell |
39,049
-15,480
| -28% | -$280K | 0.01% | 284 |
|
2017
Q3 | $1.05M | Sell |
54,529
-4,468
| -8% | -$85.7K | 0.01% | 190 |
|
2017
Q2 | $1.13M | Sell |
58,997
-5,821
| -9% | -$111K | 0.02% | 140 |
|
2017
Q1 | $1.41M | Buy |
64,818
+5,791
| +10% | +$126K | 0.03% | 110 |
|
2016
Q4 | $1.22M | Sell |
59,027
-7,073
| -11% | -$146K | 0.03% | 102 |
|
2016
Q3 | $1.53M | Buy |
66,100
+12,109
| +22% | +$280K | 0.04% | 77 |
|
2016
Q2 | $1.01M | Buy |
53,991
+2,461
| +5% | +$46.1K | 0.03% | 96 |
|
2016
Q1 | $920K | Buy |
51,530
+36,029
| +232% | +$643K | 0.03% | 93 |
|
2015
Q4 | $231K | Buy |
15,501
+1,217
| +9% | +$18.1K | 0.01% | 264 |
|
2015
Q3 | $395K | Buy |
14,284
+5,004
| +54% | +$138K | 0.02% | 161 |
|
2015
Q2 | $356K | Sell |
9,280
-3,123
| -25% | -$120K | 0.01% | 159 |
|
2015
Q1 | $522K | Buy |
12,403
+1,846
| +17% | +$77.7K | 0.03% | 83 |
|
2014
Q4 | $447K | Buy |
10,557
+6,947
| +192% | +$294K | 0.03% | 79 |
|
2014
Q3 | $138K | Buy |
3,610
+1,304
| +57% | +$49.8K | 0.01% | 230 |
|
2014
Q2 | $82K | Buy |
2,306
+1,792
| +349% | +$63.7K | 0.01% | 266 |
|
2014
Q1 | $17K | Buy |
+514
| New | +$17K | ﹤0.01% | 456 |
|