WA
WFG Advisors’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $3.2M | Buy |
167,180
+28,381
| +20% | +$544K | 0.72% | 27 |
|
|
2017
Q1 | $3.02M | Sell |
138,799
-45,860
| -25% | -$997K | 0.8% | 26 |
|
|
2016
Q4 | $3.82M | Sell |
184,659
-18,643
| -9% | -$386K | 0.94% | 15 |
|
|
2016
Q3 | $4.7M | Buy |
203,302
+13,356
| +7% | +$309K | 1.17% | 9 |
|
|
2016
Q2 | $3.56M | Sell |
189,946
-3,889
| -2% | -$72.8K | 0.95% | 15 |
|
|
2016
Q1 | $3.46M | Sell |
193,835
-12,673
| -6% | -$226K | 1% | 17 |
|
|
2015
Q4 | $3.08M | Sell |
206,508
-4,944
| -2% | -$73.8K | 0.92% | 18 |
|
|
2015
Q3 | $5.85M | Sell |
211,452
-4,556
| -2% | -$126K | 1.83% | 5 |
|
|
2015
Q2 | $8.29M | Sell |
216,008
-32,821
| -13% | -$1.26M | 2.28% | 2 |
|
|
2015
Q1 | $10.5M | Sell |
248,829
-22,979
| -8% | -$967K | 2.92% | 1 |
|
|
2014
Q4 | $11.5M | Buy |
271,808
+239,725
| +747% | +$10.1M | 2.33% | 2 |
|
|
2014
Q3 | $1.23M | Buy |
32,083
+4,433
| +16% | +$170K | 0.23% | 96 |
|
|
2014
Q2 | $1M | Buy |
27,650
+4,760
| +21% | +$173K | 0.19% | 127 |
|
|
2014
Q1 | $744K | Buy |
22,890
+843
| +4% | +$27.4K | 0.15% | 174 |
|
|
2013
Q4 | $794K | Sell |
22,047
-498
| -2% | -$17.9K | 0.11% | 209 |
|
|
2013
Q3 | $802K | Buy |
22,545
+14,855
| +193% | +$528K | 0.12% | 194 |
|
|
2013
Q2 | $293K | Buy |
+7,690
| New | +$293K | 0.05% | 372 |
|