WEC
Winslow Evans & Crocker’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $317K | Buy |
23,217
+2,585
| +13% | +$35.3K | 0.06% | 258 |
|
|
2020
Q3 | $254K | Sell |
20,632
-1,638
| -7% | -$20.2K | 0.06% | 244 |
|
|
2020
Q2 | $338K | Sell |
22,270
-1,108
| -5% | -$16.8K | 0.09% | 212 |
|
|
2020
Q1 | $328K | Sell |
23,378
-1,956
| -8% | -$27.4K | 0.11% | 186 |
|
|
2019
Q4 | $538K | Sell |
25,334
-1,232
| -5% | -$26.2K | 0.14% | 159 |
|
|
2019
Q3 | $550K | Sell |
26,566
-80
| -0.3% | -$1.66K | 0.15% | 141 |
|
|
2019
Q2 | $558K | Sell |
26,646
-3,236
| -11% | -$67.8K | 0.16% | 143 |
|
|
2019
Q1 | $600K | Sell |
29,882
-268
| -0.9% | -$5.38K | 0.17% | 135 |
|
|
2018
Q4 | $466K | Buy |
30,150
+8,030
| +36% | +$124K | 0.16% | 145 |
|
|
2018
Q3 | $394K | Sell |
22,120
-3,194
| -13% | -$56.9K | 0.12% | 179 |
|
|
2018
Q2 | $450K | Sell |
25,314
-3,150
| -11% | -$56K | 0.14% | 154 |
|
|
2018
Q1 | $429K | Sell |
28,464
-4,404
| -13% | -$66.3K | 0.14% | 150 |
|
|
2017
Q4 | $594K | Sell |
32,868
-2,624
| -7% | -$47.4K | 0.19% | 121 |
|
|
2017
Q3 | $681K | Sell |
35,492
-7,264
| -17% | -$139K | 0.23% | 106 |
|
|
2017
Q2 | $821K | Sell |
42,756
-676
| -2% | -$13K | 0.23% | 101 |
|
|
2017
Q1 | $944K | Sell |
43,432
-14,028
| -24% | -$305K | 0.3% | 71 |
|
|
2016
Q4 | $1.19M | Sell |
57,460
-12,300
| -18% | -$255K | 0.37% | 58 |
|
|
2016
Q3 | $1.61M | Sell |
69,760
-630
| -0.9% | -$14.6K | 0.46% | 47 |
|
|
2016
Q2 | $1.32M | Buy |
70,390
+133
| +0.2% | +$2.49K | 0.39% | 58 |
|
|
2016
Q1 | $1.25M | Sell |
70,257
-2,901
| -4% | -$51.8K | 0.38% | 65 |
|
|
2015
Q4 | $1.09M | Buy |
73,158
+5,890
| +9% | +$87.9K | 0.31% | 74 |
|
|
2015
Q3 | $1.86M | Buy |
67,268
+868
| +1% | +$24K | 0.59% | 36 |
|
|
2015
Q2 | $2.55M | Sell |
66,400
-7,626
| -10% | -$293K | 0.72% | 29 |
|
|
2015
Q1 | $3.11M | Sell |
74,026
-17,840
| -19% | -$750K | 0.88% | 23 |
|
|
2014
Q4 | $3.89M | Buy |
91,866
+71,752
| +357% | +$3.04M | 1.11% | 17 |
|
|
2014
Q3 | $771K | Buy |
20,114
+17,344
| +626% | +$665K | 0.22% | 113 |
|
|
2014
Q2 | $100K | Buy |
2,770
+52
| +2% | +$1.89K | 0.03% | 361 |
|
|
2014
Q1 | $88.3K | Hold |
2,718
| – | – | 0.03% | 376 |
|
|
2013
Q4 | $98K | Buy |
+2,718
| New | +$98K | 0.03% | 373 |
|