Wills Financial Group’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-11,751
| Closed | -$225K | – | 74 |
|
|
2017
Q2 | $225K | Sell |
11,751
-31,835
| -73% | -$610K | 0.17% | 68 |
|
|
2017
Q1 | $948K | Sell |
43,586
-6,816
| -14% | -$148K | 0.73% | 41 |
|
|
2016
Q4 | $1.04M | Sell |
50,402
-345
| -0.7% | -$7.15K | 0.85% | 36 |
|
|
2016
Q3 | $1.17M | Sell |
50,747
-2,001
| -4% | -$46.3K | 1.02% | 32 |
|
|
2016
Q2 | $987K | Buy |
52,748
+7
| +0% | +$131 | 0.82% | 39 |
|
|
2016
Q1 | $941K | Sell |
52,741
-62,183
| -54% | -$1.11M | 0.81% | 41 |
|
|
2015
Q4 | $1.71M | Sell |
114,924
-10,132
| -8% | -$151K | 1.51% | 27 |
|
|
2015
Q3 | $3.46M | Sell |
125,056
-9,293
| -7% | -$257K | 3.19% | 9 |
|
|
2015
Q2 | $5.16M | Sell |
134,349
-11,822
| -8% | -$454K | 4.4% | 5 |
|
|
2015
Q1 | $6.15M | Buy |
146,171
+1,509
| +1% | +$63.5K | 5.07% | 3 |
|
|
2014
Q4 | $6.12M | Buy |
144,662
+64,331
| +80% | +$2.72M | 4.96% | 3 |
|
|
2014
Q3 | $3.08M | Sell |
80,331
-1,628
| -2% | -$62.4K | 2.61% | 11 |
|
|
2014
Q2 | $2.97M | Buy |
81,959
+5,941
| +8% | +$215K | 2.46% | 11 |
|
|
2014
Q1 | $2.47M | Buy |
76,018
+10,853
| +17% | +$352K | 2.35% | 12 |
|
|
2013
Q4 | $2.35M | Buy |
+65,165
| New | +$2.35M | 2.41% | 11 |
|