Broadview 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
Q2 | – | Sell |
-11,475
| Closed | -$230K | – | 83 |
|
|
2019
Q1 | $230K | Sell |
11,475
-1,800
| -14% | -$36.1K | 0.06% | 92 |
|
|
2018
Q4 | $204K | Sell |
13,275
-138,300
| -91% | -$2.13M | 0.06% | 82 |
|
|
2018
Q3 | $2.69M | Buy |
151,575
+99,400
| +191% | +$1.76M | 0.46% | 69 |
|
|
2018
Q2 | $922K | Buy |
52,175
+40,650
| +353% | +$718K | 0.15% | 81 |
|
|
2018
Q1 | $174K | Sell |
11,525
-2,400
| -17% | -$36.2K | 0.03% | 89 |
|
|
2017
Q4 | $252K | Sell |
13,925
-26,400
| -65% | -$478K | 0.04% | 101 |
|
|
2017
Q3 | $773K | Sell |
40,325
-25
| -0.1% | -$479 | 0.11% | 90 |
|
|
2017
Q2 | $773K | Sell |
40,350
-250
| -0.6% | -$4.79K | 0.11% | 85 |
|
|
2017
Q1 | $883K | Sell |
40,600
-6,750
| -14% | -$147K | 0.12% | 90 |
|
|
2016
Q4 | $981K | Buy |
+47,350
| New | +$981K | 0.13% | 83 |
|