WFG
KMR
Wills Financial Group’s KINDER MORGAN MANAGEMENT LLC KMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-3,451
| Closed | -$324K | – | 84 |
|
|
2014
Q3 | $324K | Buy |
3,451
+9
| +0.3% | +$845 | 0.27% | 63 |
|
|
2014
Q2 | $272K | Buy |
3,442
+63
| +2% | +$4.98K | 0.23% | 69 |
|
|
2014
Q1 | $242K | Buy |
3,379
+60
| +2% | +$4.3K | 0.23% | 61 |
|
|
2013
Q4 | $251K | Buy |
+3,319
| New | +$251K | 0.26% | 60 |
|