Blue Chip Partners’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-12,816
| Closed | -$271K | – | 149 |
|
|
2019
Q4 | $271K | Buy |
12,816
+4,823
| +60% | +$102K | 0.05% | 119 |
|
|
2019
Q3 | $165K | Buy |
7,993
+2,023
| +34% | +$41.8K | 0.03% | 121 |
|
|
2019
Q2 | $125K | Buy |
+5,970
| New | +$125K | 0.03% | 125 |
|
|
2018
Q4 | – | Sell |
-7,240
| Closed | -$128K | – | 153 |
|
|
2018
Q3 | $128K | Buy |
+7,240
| New | +$128K | 0.03% | 127 |
|
|
2015
Q4 | – | Sell |
-13,738
| Closed | -$380K | – | 118 |
|
|
2015
Q3 | $380K | Sell |
13,738
-6,516
| -32% | -$180K | 0.24% | 74 |
|
|
2015
Q2 | $778K | Buy |
20,254
+7,179
| +55% | +$276K | 0.5% | 57 |
|
|
2015
Q1 | $550K | Buy |
13,075
+1,463
| +13% | +$61.5K | 0.37% | 64 |
|
|
2014
Q4 | $491K | Buy |
+11,612
| New | +$491K | 0.34% | 63 |
|