Berman Capital Advisors’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $119K | Buy |
7,158
+2,826
| +65% | +$47K | 0.02% | 389 |
|
|
2021
Q2 | $78K | Buy |
4,332
+2,019
| +87% | +$36.4K | 0.01% | 443 |
|
|
2021
Q1 | $38K | Buy |
2,313
+305
| +15% | +$5.01K | 0.01% | 583 |
|
|
2020
Q4 | $27K | Buy |
2,008
+39
| +2% | +$524 | 0.01% | 587 |
|
|
2020
Q3 | $24K | Buy |
1,969
+556
| +39% | +$6.78K | 0.01% | 532 |
|
|
2020
Q2 | $20K | Sell |
1,413
-2,162
| -60% | -$30.6K | 0.01% | 539 |
|
|
2020
Q1 | $49K | Buy |
3,575
+328
| +10% | +$4.5K | 0.02% | 298 |
|
|
2019
Q4 | $68K | Sell |
3,247
-686
| -17% | -$14.4K | 0.02% | 270 |
|
|
2019
Q3 | $80K | Sell |
3,933
-504
| -11% | -$10.3K | 0.02% | 242 |
|
|
2019
Q2 | $91K | Buy |
4,437
+613
| +16% | +$12.6K | 0.03% | 216 |
|
|
2019
Q1 | $74K | Sell |
3,824
-643
| -14% | -$12.4K | 0.02% | 231 |
|
|
2018
Q4 | $68K | Buy |
+4,467
| New | +$68K | 0.03% | 220 |
|