Avantax Planning Partners’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-10,608
| Closed | -$131K | – | 300 |
|
|
2020
Q3 | $131K | Sell |
10,608
-1,914
| -15% | -$23.6K | 0.01% | 290 |
|
|
2020
Q2 | $190K | Sell |
12,522
-1,071
| -8% | -$16.3K | 0.01% | 269 |
|
|
2020
Q1 | $189K | Sell |
13,593
-195
| -1% | -$2.71K | 0.01% | 257 |
|
|
2019
Q4 | $292K | Sell |
13,788
-487
| -3% | -$10.3K | 0.02% | 236 |
|
|
2019
Q3 | $294K | Sell |
14,275
-328
| -2% | -$6.76K | 0.02% | 237 |
|
|
2019
Q2 | $308K | Sell |
14,603
-3,522
| -19% | -$74.3K | 0.02% | 227 |
|
|
2019
Q1 | $363K | Buy |
18,125
+3,955
| +28% | +$79.2K | 0.03% | 209 |
|
|
2018
Q4 | $218K | Sell |
14,170
-1,030
| -7% | -$15.8K | 0.02% | 248 |
|
|
2018
Q3 | $269K | Sell |
15,200
-1,723
| -10% | -$30.5K | 0.02% | 204 |
|
|
2018
Q2 | $299K | Sell |
16,923
-692
| -4% | -$12.2K | 0.03% | 183 |
|
|
2018
Q1 | $265K | Buy |
17,615
+127
| +0.7% | +$1.91K | 0.02% | 248 |
|
|
2017
Q4 | $316K | Sell |
17,488
-17,120
| -49% | -$309K | 0.03% | 223 |
|
|
2017
Q3 | $664K | Buy |
34,608
+4,349
| +14% | +$83.4K | 0.05% | 166 |
|
|
2017
Q2 | $580K | Buy |
30,259
+1,698
| +6% | +$32.5K | 0.05% | 174 |
|
|
2017
Q1 | $621K | Buy |
28,561
+2,410
| +9% | +$52.4K | 0.06% | 158 |
|
|
2016
Q4 | $542K | Buy |
+26,151
| New | +$542K | 0.06% | 156 |
|