Biechele Royce Advisors’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-98,912
| Closed | -$1.52M | – | 49 |
|
|
2018
Q4 | $1.52M | Sell |
98,912
-6,408
| -6% | -$98.5K | 1.09% | 27 |
|
|
2018
Q3 | $1.87M | Sell |
105,320
-5,314
| -5% | -$94.2K | 1.17% | 27 |
|
|
2018
Q2 | $1.96M | Sell |
110,634
-14,989
| -12% | -$265K | 1.31% | 29 |
|
|
2018
Q1 | $1.89M | Sell |
125,623
-16,703
| -12% | -$252K | 1.32% | 29 |
|
|
2017
Q4 | $2.57M | Buy |
+142,326
| New | +$2.57M | 1.75% | 25 |
|