WP
WMS Partners’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-13,682
| Closed | -$316K | – | 191 |
|
|
2016
Q3 | $316K | Buy |
13,682
+174
| +1% | +$4.02K | 0.04% | 146 |
|
|
2016
Q2 | $253K | Sell |
13,508
-644
| -5% | -$12.1K | 0.04% | 177 |
|
|
2016
Q1 | $253K | Sell |
14,152
-629
| -4% | -$11.2K | 0.04% | 172 |
|
|
2015
Q4 | $221K | Sell |
14,781
-244,334
| -94% | -$3.65M | 0.03% | 186 |
|
|
2015
Q3 | $7.17M | Sell |
259,115
-30,337
| -10% | -$840K | 1.1% | 32 |
|
|
2015
Q2 | $11.1M | Buy |
289,452
+774
| +0.3% | +$29.7K | 1.29% | 26 |
|
|
2015
Q1 | $12.1M | Buy |
288,678
+24,388
| +9% | +$1.03M | 1.49% | 20 |
|
|
2014
Q4 | $11.2M | Buy |
+264,290
| New | +$11.2M | 1.72% | 21 |
|