BIM
Beach Investment Management’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-42,830
| Closed | -$894K | – | 38 |
|
|
2019
Q2 | $894K | Hold |
42,830
| – | – | 1.46% | 25 |
|
|
2019
Q1 | $857K | Hold |
42,830
| – | – | 1.54% | 23 |
|
|
2018
Q4 | $659K | Buy |
+42,830
| New | +$659K | 1.47% | 26 |
|
|
2018
Q2 | – | Sell |
-36,530
| Closed | -$550K | – | 48 |
|
|
2018
Q1 | $550K | Hold |
36,530
| – | – | 0.89% | 37 |
|
|
2017
Q4 | $660K | Hold |
36,530
| – | – | 1.01% | 36 |
|
|
2017
Q3 | $701K | Hold |
36,530
| – | – | 1.22% | 32 |
|
|
2017
Q2 | $700K | Hold |
36,530
| – | – | 1.05% | 36 |
|
|
2017
Q1 | $794K | Buy |
+36,530
| New | +$794K | 1.25% | 30 |
|
|
2015
Q4 | – | Sell |
-23,320
| Closed | -$645K | – | 49 |
|
|
2015
Q3 | $645K | Sell |
23,320
-14,920
| -39% | -$413K | 1.34% | 32 |
|
|
2015
Q2 | $1.47M | Hold |
38,240
| – | – | 2.19% | 14 |
|
|
2015
Q1 | $1.61M | Buy |
+38,240
| New | +$1.61M | 2.37% | 15 |
|