WealthTrust-Arizona’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 | $2K | Buy |
161
+2
| +1% | +$25 | ﹤0.01% | 563 |
|
2018
Q3 | $3K | Buy |
159
+2
| +1% | +$38 | ﹤0.01% | 551 |
|
2018
Q2 | $3K | Buy |
157
+2
| +1% | +$38 | ﹤0.01% | 553 |
|
2018
Q1 | $2K | Buy |
155
+1
| +0.6% | +$13 | ﹤0.01% | 574 |
|
2017
Q4 | $3K | Sell |
154
-952
| -86% | -$18.5K | ﹤0.01% | 552 |
|
2017
Q3 | $21K | Buy |
1,106
+1
| +0.1% | +$19 | 0.01% | 267 |
|
2017
Q2 | $21K | Sell |
1,105
-99
| -8% | -$1.88K | 0.01% | 258 |
|
2017
Q1 | $26K | Buy |
1,204
+1
| +0.1% | +$22 | 0.01% | 219 |
|
2016
Q4 | $25K | Hold |
1,203
| – | – | 0.01% | 223 |
|
2016
Q3 | $28K | Buy |
1,203
+100
| +9% | +$2.33K | 0.02% | 202 |
|
2016
Q2 | $21K | Buy |
1,103
+100
| +10% | +$1.9K | 0.01% | 228 |
|
2016
Q1 | $18K | Buy |
1,003
+50
| +5% | +$897 | 0.01% | 250 |
|
2015
Q4 | $14K | Hold |
953
| – | – | 0.01% | 328 |
|
2015
Q3 | $26K | Hold |
953
| – | – | 0.02% | 219 |
|
2015
Q2 | $37K | Hold |
953
| – | – | 0.02% | 197 |
|
2015
Q1 | $40K | Hold |
953
| – | – | 0.02% | 191 |
|
2014
Q4 | $40K | Buy |
+953
| New | +$40K | 0.03% | 181 |
|