Bartlett & Co’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.5M | Hold |
84,670
| – | – | 0.02% | 230 |
|
|
2023
Q3 | $1.4M | Sell |
84,670
-4,400
| -5% | -$73K | 0.03% | 227 |
|
|
2023
Q2 | $1.53M | Buy |
89,070
+82,070
| +1,172% | +$1.41M | 0.03% | 225 |
|
|
2023
Q1 | $123K | Buy |
+7,000
| New | +$123K | ﹤0.01% | 437 |
|
|
2021
Q1 | – | Sell |
-97
| Closed | -$1K | – | 1116 |
|
|
2020
Q4 | $1K | Buy |
+97
| New | +$1K | ﹤0.01% | 1022 |
|
|
2019
Q3 | $3K | Sell |
152
-1,597
| -91% | -$31.5K | ﹤0.01% | 805 |
|
|
2019
Q2 | $37K | Buy |
+1,749
| New | +$37K | ﹤0.01% | 475 |
|
|
2018
Q1 | – | Sell |
-326
| Closed | -$6K | – | 750 |
|
|
2017
Q4 | $6K | Buy |
326
+2
| +0.6% | +$37 | ﹤0.01% | 620 |
|
|
2017
Q3 | $6K | Buy |
324
+2
| +0.6% | +$37 | ﹤0.01% | 608 |
|
|
2017
Q2 | $6K | Buy |
322
+2
| +0.6% | +$37 | ﹤0.01% | 615 |
|
|
2017
Q1 | $7K | Buy |
+320
| New | +$7K | ﹤0.01% | 620 |
|
|
2016
Q4 | – | Sell |
-614
| Closed | -$14K | – | 710 |
|
|
2016
Q3 | $14K | Hold |
614
| – | – | ﹤0.01% | 575 |
|
|
2016
Q2 | $11K | Hold |
614
| – | – | ﹤0.01% | 603 |
|
|
2016
Q1 | $11K | Hold |
614
| – | – | ﹤0.01% | 592 |
|
|
2015
Q4 | $9K | Sell |
614
-10,813
| -95% | -$158K | ﹤0.01% | 620 |
|
|
2015
Q3 | $316K | Sell |
11,427
-1,131
| -9% | -$31.3K | 0.02% | 219 |
|
|
2015
Q2 | $482K | Buy |
12,558
+798
| +7% | +$30.6K | 0.02% | 194 |
|
|
2015
Q1 | $495K | Sell |
11,760
-1,027
| -8% | -$43.2K | 0.02% | 186 |
|
|
2014
Q4 | $541K | Buy |
12,787
+10,349
| +424% | +$438K | 0.03% | 178 |
|
|
2014
Q3 | $93K | Hold |
2,438
| – | – | ﹤0.01% | 319 |
|
|
2014
Q2 | $88K | Hold |
2,438
| – | – | ﹤0.01% | 332 |
|
|
2014
Q1 | $79K | Buy |
2,438
+2,063
| +550% | +$66.8K | ﹤0.01% | 345 |
|
|
2013
Q4 | $13K | Sell |
375
-1,155
| -75% | -$40K | ﹤0.01% | 557 |
|
|
2013
Q3 | $54K | Hold |
1,530
| – | – | ﹤0.01% | 394 |
|
|
2013
Q2 | $58K | Buy |
+1,530
| New | +$58K | ﹤0.01% | 372 |
|