West Coast Financial’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 | – | Sell |
-10,665
| Closed | -$188K | – | 136 |
|
|
2018
Q2 | $188K | Sell |
10,665
-4,500
| -30% | -$79.3K | 0.05% | 108 |
|
|
2018
Q1 | $228K | Sell |
15,165
-7,565
| -33% | -$114K | 0.07% | 99 |
|
|
2017
Q4 | $411K | Sell |
22,730
-7,122
| -24% | -$129K | 0.12% | 85 |
|
|
2017
Q3 | $573K | Sell |
29,852
-726
| -2% | -$13.9K | 0.16% | 91 |
|
|
2017
Q2 | $586K | Sell |
30,578
-16,383
| -35% | -$314K | 0.19% | 75 |
|
|
2017
Q1 | $1.01M | Sell |
46,961
-8,168
| -15% | -$175K | 0.32% | 63 |
|
|
2016
Q4 | $1.14M | Sell |
55,129
-2,135
| -4% | -$44.2K | 0.36% | 62 |
|
|
2016
Q3 | $1.33M | Buy |
+57,264
| New | +$1.33M | 0.43% | 62 |
|
|
2015
Q2 | – | Sell |
-6,360
| Closed | -$230K | – | 99 |
|
|
2015
Q1 | $230K | Buy |
+6,360
| New | +$230K | 0.11% | 88 |
|