Willingdon Wealth Management’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-42
| Closed | -$1K | – | 465 |
|
|
2019
Q3 | $1K | Buy |
+42
| New | +$1K | ﹤0.01% | 435 |
|
|
2018
Q1 | – | Sell |
-336
| Closed | -$6K | – | 368 |
|
|
2017
Q4 | $6K | Buy |
+336
| New | +$6K | ﹤0.01% | 275 |
|
|
2015
Q3 | – | Sell |
-39,650
| Closed | -$1.52M | – | 80 |
|
|
2015
Q2 | $1.52M | Sell |
39,650
-4,791
| -11% | -$184K | 1.46% | 23 |
|
|
2015
Q1 | $1.87M | Sell |
44,441
-79,673
| -64% | -$3.35M | 1.55% | 26 |
|
|
2014
Q4 | $5.25M | Buy |
124,114
+41,556
| +50% | +$1.76M | 3.3% | 2 |
|
|
2014
Q3 | $3.17M | Sell |
82,558
-38,594
| -32% | -$1.48M | 2.08% | 11 |
|
|
2014
Q2 | $4.39M | Sell |
121,152
-20,149
| -14% | -$731K | 3.04% | 2 |
|
|
2014
Q1 | $4.59M | Buy |
141,301
+8,025
| +6% | +$261K | 3.22% | 1 |
|
|
2013
Q4 | $4.8M | Buy |
+133,276
| New | +$4.8M | 3.76% | 1 |
|