WFG Advisors’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-3,413
| Closed | -$317K | – | 2324 |
|
|
2014
Q3 | $317K | Sell |
3,413
-5
| -0.1% | -$464 | 0.06% | 346 |
|
|
2014
Q2 | $261K | Sell |
3,418
-47
| -1% | -$3.59K | 0.05% | 396 |
|
|
2014
Q1 | $236K | Buy |
3,465
+508
| +17% | +$34.6K | 0.05% | 397 |
|
|
2013
Q4 | $209K | Buy |
2,957
+143
| +5% | +$10.1K | 0.03% | 504 |
|
|
2013
Q3 | $194K | Sell |
2,814
-4,303
| -60% | -$297K | 0.03% | 491 |
|
|
2013
Q2 | $538K | Buy |
+7,117
| New | +$538K | 0.09% | 248 |
|