Beaumont Financial Advisors’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-280,457
| Closed | -$11.8M | – | 151 |
|
|
2016
Q1 | $11.8M | Buy |
+280,457
| New | +$11.8M | 1.92% | 13 |
|
|
2015
Q4 | – | Sell |
-288,957
| Closed | -$11.1M | – | 141 |
|
|
2015
Q3 | $11.1M | Hold |
288,957
| – | – | 1.61% | 27 |
|
|
2015
Q2 | $11.1M | Sell |
288,957
-6,706
| -2% | -$257K | 1.61% | 27 |
|
|
2015
Q1 | $12.4M | Buy |
295,663
+6,311
| +2% | +$265K | 0.43% | 49 |
|
|
2014
Q4 | $12.2M | Buy |
289,352
+126,812
| +78% | +$5.37M | 0.59% | 50 |
|
|
2014
Q3 | $6.23M | Buy |
162,540
+106,936
| +192% | +$4.1M | 0.41% | 67 |
|
|
2014
Q2 | $2.02M | Buy |
+55,604
| New | +$2.02M | 0.14% | 92 |
|