Barton Investment Management’s KINDER MORGAN,INC KMI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-25,000
| Closed | -$479K | – | 46 |
|
2017
Q2 | $479K | Hold |
25,000
| – | – | 0.13% | 32 |
|
2017
Q1 | $543K | Buy |
25,000
+10,000
| +67% | +$217K | 0.16% | 29 |
|
2016
Q4 | $310K | Hold |
15,000
| – | – | 0.1% | 38 |
|
2016
Q3 | $346K | Sell |
15,000
-4,000
| -21% | -$92.3K | 0.12% | 37 |
|
2016
Q2 | $355K | Sell |
19,000
-4,000
| -17% | -$74.7K | 0.13% | 35 |
|
2016
Q1 | $410K | Buy |
23,000
+5,000
| +28% | +$89.1K | 0.11% | 41 |
|
2015
Q4 | $269K | Sell |
18,000
-23,500
| -57% | -$351K | 0.09% | 41 |
|
2015
Q3 | $1.15M | Hold |
41,500
| – | – | 0.42% | 20 |
|
2015
Q2 | $1.59M | Sell |
41,500
-2,500
| -6% | -$96K | 0.56% | 18 |
|
2015
Q1 | $1.85M | Buy |
44,000
+16,000
| +57% | +$673K | 0.68% | 17 |
|
2014
Q4 | $1.19M | Buy |
28,000
+2,000
| +8% | +$84.6K | 0.45% | 21 |
|
2014
Q3 | $997K | Buy |
+26,000
| New | +$997K | 0.38% | 24 |
|