Bingham Osborn & Scarborough’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-10,281
| Closed | -$155K | – | 150 |
|
|
2018
Q1 | $155K | Buy |
+10,281
| New | +$155K | 0.01% | 144 |
|
|
2015
Q3 | – | Sell |
-6,390
| Closed | -$245K | – | 118 |
|
|
2015
Q2 | $245K | Sell |
6,390
-6,500
| -50% | -$249K | 0.03% | 100 |
|
|
2015
Q1 | $542K | Hold |
12,890
| – | – | 0.06% | 63 |
|
|
2014
Q4 | $545K | Buy |
+12,890
| New | +$545K | 0.07% | 69 |
|